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Newsroom

CBS: Dustin Smith Featured in “Retirement Readiness”

Tune into this week’s segment of CBS 4 Your Money to hear Dustin Smith CFP®, ChFC®, Senior Vice President and Financial Advisor at Wealth Enhancement Group explain 5 steps to follow before you begin life without a paycheck.

Jun 26, 2023

Newsroom

Pioneer Press: A Perspective on Achieving Purposeful Goals

As advisors, we spend a lot of time and effort helping clients set goals. That’s because goals are foundational to financial decisions around investments, asset allocation, and income planning. On one of our recent weekly radio shows on WCCO in Minneapolis (AM 830), we invited our long-standing friend Doug Lennick to discuss the connection between achieving purposeful goals in your life, and how they need to be tied to values.

Jun 23, 2023