Resources

Press releases

Wealth Enhancement Announces Acquisition of FullCircle Wealth, an Independent RIA with Over $268 Million in Client Assets

This partnership brings Wealth Enhancement’s total client assets to more than $141.9 billion.

Apr 16, 2026

Retirement

When Can I Retire? 6 Essentials to Successfully Transition into Retirement

Ready to retire? Discover key strategies for income, taxes, estate planning, and how to support long-term goals as you shift from saving to spending.

John O’Brien CFP®

Apr 15, 2026

Couple looking at a phone in the kitchen

Financial Planning

Financial Literacy Is The Tool For Financial Wellness

Learn the difference between financial literacy and financial wellness, and key steps to increase your financial wellness.

Peg Webb

Apr 13, 2026

Looking up from the street at skyscrapers with an American flag displayed on one.

Retirement

Simple IRA vs. 401(K): What Employees and Employers Need To Know

Explore the differences between SIMPLE IRAs and 401(k)s including limits, employer match, and costs to consider which type of account is best for you.

Devan M. White CFP®

Apr 13, 2026

Trusts & Inheritance

Tax Implications of Marital Trusts: How Do They Differ?

Learn the tax benefits and drawbacks of marital trusts, including estate tax, liability, and flexibility to decide which trust is best for you.

Ed Silversmith, Jr. CFA®, CFP®, CPWA®

Apr 11, 2026

Trusts & Inheritance

What Is a Qualified Terminable Interest Property (QTIP) Trust?

A QTIP trust is a specialized estate planning tool designed to provide for a surviving spouse while also preserving assets for other beneficiaries.

Lane Marmon MBA, J.D., ChSNC