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4 Your Money: Tax Freedom Day
It might make sense to pay more today if it reduces your future burden.
Apr 20, 2022
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Newsroom
Pioneer Press: Live long and prosper — yes, they go together
In one of our team meetings to discuss what to write about this quarter, someone asked us a provocative question: “What, in your long experience as a financial adviser, is the one thing that keeps most people from achieving lasting wealth?” As is sometimes — not often— the case, Bruce and I diverge in our perspectives.
Apr 15, 2022
Newsroom
Pioneer Press: Welcome to the second quarter; here’s a to-do list
With the first three months of 2022 behind us, it’s a good time to take stock of your financial plan. In this follow-up article, we focus on the items that can help you stick to a well-constructed financial plan into the upcoming quarter.
Apr 1, 2022
Newsroom
Your Money: Many People Have Not Figured Out How Much They’ll Need to Save for Retirement
Bruce joins the morning crew to explain how to calculate income that accounts for your lifestyle.
Mar 31, 2022
Newsroom
Wealth Enhancement Group Joins Forces with Financial Management Concepts
Wealth Enhancement Group, an independent wealth management firm, today announced the acquisition of Financial Management Concepts, located in the Orlando suburb of Winter Springs, Fla. Led by founder and President, Brian Fricke, CFP, the firm oversees more than $188 million in client assets. With this latest partnership, Wealth Enhancement Group builds on its growth momentum, raising total client assets to more than $55.6 billion.
Mar 29, 2022
Newsroom
Pioneer Press: 4 Steps To Personal Finance Planning — While You’re Young
Not everyone needs a full-blown retirement plan in their 20s or 30s. You’re working a first or second job. Don’t have much credit-card or college debt but may be trying to save up for a car purchase or first home. You can create a personal financial plan in four simple steps that will set you up to pursue these goals.
Mar 18, 2022
Newsroom
CBS Money Watch: Don’t Wait To Get Your Taxes Done
The IRS has warned that staffing shortages and budget cuts will delay processing returns. Filing electronically early and using direct deposit may speed up your return and reduce risk of fraud.
Mar 16, 2022
Newsroom
Wealth Enhancement Group Acquires Napa Valley Wealth Management and TrueNote Investment Advisors, Inc.
Wealth Enhancement Group, an independent wealth management firm, today announced the acquisition of Napa Valley Wealth Management and TrueNote Investment Advisors, Inc.
Mar 16, 2022
Newsroom
CBS Money Watch: How To Prepare For Early Retirement
Over the past year, we’ve seen the Big Resignation unfold in corporate America. Lots of late-career professionals are opting for early retirement — either because they no longer feel fulfilled by their jobs, or the stresses of COVID caused them to rethink what they want from life. But from a practical sense, what will it take to retire early?
Mar 10, 2022
Newsroom
Wealth Enhancement Group Acquires Florida-based Integra Capital Advisors, accelerating 2022 growth momentum
Wealth Enhancement Group, an independent wealth management firm, today announced the acquisition of Integra Capital Advisors (“Integra”), an independent RIA with two locations in Florida. Integra Capital Advisors’ team of professionals oversee $287 million in client assets. The partnership builds on Wealth Enhancement Group’s momentum from 2021 and brings its total client assets over $54.7 Billion.
Mar 9, 2022