Wealth Planning

Events and Webinars

Women & Wealth: Financial Confidence Through Every Stage of Life

In this webinar, which originally aired May 26, 2026, Wealth Enhancement Sr. Advanced Planning Manager Chloé Briel discusses clear, actionable strategies to close the earning and savings gaps for women.

Chloé Briel ADPA®, CFP®

5/27/2026

Blog

How to Choose a Wealth Manager: 7 Things to Look For

Explore the essential questions to ask to choose the right wealth manager, including credentials, billing, and what plan works for you.

Jim Cahn

5/19/2026

Blog

Custodial Roth IRA: Start Building Wealth For Your Child Early

Learn how a Custodial Roth IRA can help you start building wealth for your child early. Explore eligibility, tax advantages, contribution rules, and smart strategies to maximize long-term growth.

Devone McLeod CFP®

2/17/2026

PDF

Gibson-Johnson Fall Email

As the seasons change and the crisp air of autumn arrives, it’s the perfect time to reflect on the progress we’ve made this year and to look ahead with focus and intention.

Dan Gibson CFP®

9/30/2025

PDF

Economic Vibes: A Positive Take!

My last article, Why the Economic Vibes are Off was an opinion on why 75% of the surveyed population detailed in a Wall Street Journal article did not think they could increase their standard of living.

Brian Regan CFA®

9/30/2025

Newsroom

US News: Hailey Melander Featured in “What Happens to Student Loans if Rates Fall?”

Hailey Melander, Financial Planner at Wealth Enhancement, was featured by US News in the article, “What Happens to Student Loans if Rates Fall?”

9/15/2025

Newsroom

12 Wealth Enhancement Advisors Recognized on the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State Ranking

Wealth Enhancement is excited to announce that 12 of its financial advisors have been named to the 2025 Forbes ranking of Top Next-Gen Wealth Advisors Best-In-State.

8/27/2025

Newsroom

WEAS Ranked #10 on Financial Advisor Magazine’s 2025 RIA Ranking

Wealth Enhancement Advisory Services (WEAS), the Registered Investment Advisor (RIA) arm of Wealth Enhancement, has been recognized on Financial Advisor Magazine’s 2025 RIA Ranking. WEAS was named #10 on both the 2025 RIA ranking and the RIA Discretionary & Non-Discretionary AUM Ranking.

8/4/2025

Blog

Where Vacation Homes Dominate: Top US Counties With The Highest Share of Seasonal Housing

Explore how vacation homes are reshaping U.S. real estate. Discover top second-home hotspots, economic impacts, and why 2025 could be the year to buy.

7/30/2025

PDF

How Automation Makes You a Better Investor – and How It Doesn’t

Money is emotional for a lot of people. And it’s these emotions that often get in the way of saving for the future.

Nicole Roberts CFP®

7/29/2025

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Women & Wealth: Financial Confidence Through Every Stage of Life

How to Choose a Wealth Manager: 7 Things to Look For

Custodial Roth IRA: Start Building Wealth For Your Child Early

Gibson-Johnson Fall Email

Economic Vibes: A Positive Take!

US News: Hailey Melander Featured in “What Happens to Student Loans if Rates Fall?”

12 Wealth Enhancement Advisors Recognized on the 2025 Forbes Top Next-Gen Wealth Advisors Best-In-State Ranking

WEAS Ranked #10 on Financial Advisor Magazine’s 2025 RIA Ranking

Where Vacation Homes Dominate: Top US Counties With The Highest Share of Seasonal Housing

How Automation Makes You a Better Investor – and How It Doesn’t