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CBS 4 Your Money: Tax Season and Your Estate Plan
Learn how inflation might impact your estate planning in 2023 for the taxes you’ll file in 2024 (and why now’s the time to do something about it).
Jun 17, 2025
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Pioneer Press: Investing Priorities Differ By Gender
Are women and men different when it comes to their finances? What tends to drive financial decisions for women? How do they find the balance between saving, spending and planning for the future? Historically, much of the academic literature on gender differences has focused on the level of confidence in women. The data suggested that women lacked confidence about their money, while men “forged ahead.”
Oct 14, 2022
Newsroom
Pioneer Press: A Look Ahead to the Fourth Quarter
This has been a crazy year for the economy and markets, with inflation rising as the highest rate in 40 years. But as we advise our clients, you need to control what you can control and try to forget everything else. By sticking to a well-conceived plan, you remove a lot of market-related stress from your decision making. This quarter we’re focusing on tips for increasing your savings, planning for long-term care and giving to charity.
Sep 30, 2022
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Wealth Enhancement Group Grows by Adding Scroggins Wealth Management, an Independent RIA with Over $370 Million in Client Assets
This is Wealth Enhancement Group’s 11th Acquisition in 2022, Bringing its Total Client Assets to More Than $57.7 Billion.
Oct 5, 2022
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Wealth Enhancement Group Grows by Adding Bohmer Kilcoyne Wealth Management, a Hybrid RIA with $677 Million in Client Assets
This Addition Brings Wealth Enhancement Group’s Total Client Assets to More Than $57.3 Billion.
Sep 29, 2022
Newsroom
CBS 4 Your Money: Don’t Listen to the Noise from Wall Street
When it comes to investing you tend to hear messaging and influence from all angles. How do you know who to listen to? Tune into this segment of CBS 4 Your Money to learn why you should try to tune out the noise and how to find an advisor you trust.
Sep 20, 2025
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Pioneer Press: Why Pay For Financial Advice?
Multiple research studies show that people who use financial advisors do better, on average, than those who don’t, so why don’t more people want to pay for financial advice?
Sep 16, 2022
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CBS 4 Your Money: How to Construct a “Bucket” Portfolio Strategy
For people who want to create a stream of sustainable income after they stop getting a regular paycheck, a bucket portfolio strategy may be one option to consider. Find out why in this segment of 4 Your Money with Bruce Helmer.
Sep 19, 2022
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Wealth Enhancement Group Expands by Adding Sadoff Investment Management, Family-owned RIA with $1.6 Billion in Client Assets
This acquisition brings Wealth Enhancement Group’s total client assets to more than $57 billion.
Sep 15, 2022
Newsroom
Wealth Enhancement Group Grows by Adding Pinnacle Private Wealth, a Hybrid RIA with $663 Million in Client Assets
The addition of Pinnacle Private Wealth brings Wealth Enhancement Group’s total client assets to more than $56 billion.Wealth Enhancement Group, a national independent wealth management firm with over $56 billion in total client assets, today announced that it is expanding by bringing in Pinnacle Private Wealth, a hybrid RIA based in Burlington, MA.
Sep 8, 2022