financial planning

Blog

How Tariffs Will Impact Holiday Shopping

Worried how import duties might drive up prices this holiday season? Learn how tariffs will impact holiday shopping in 2025 — from cost increases to supply chain squeeze — and what shoppers and retailers can do to prepare.

Tina Van Rensum CFP®

10/31/2025

Blog

How Are You Feeling About Money? (No, Really.)

Bruce Helmer and Peg Webb are financial advisors at Wealth Enhancement and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings.

Peg Webb

9/25/2025

Blog

The Pros and Cons of Using AI to Manage Your Finances

Discover how AI is transforming personal finance, from budgeting and saving to investment advice. Learn the benefits, risks, and how to use AI tools wisely.

Ryan Marshall CFA®, CEPA®

8/26/2025

Newsroom

Four Wealth Enhancement Teams Named 2025 5-Star Wealth Management Teams by InvestmentNews

We are proud to announce that four of our Wealth Enhancement financial advisor teams have been recognized as 2025 5-Star Wealth Management Teams by InvestmentNews.

Jeff Dekko CFP®

7/14/2025

Blog

The Biggest Mistake People Make With Money

By Bruce Helmer and Peg Webb, Financial Advisors at Wealth Enhancement Group and co-hosts of “Your Money” on WCCO AM 830 on Sunday mornings. Email Bruce and Peg at yourmoney@wealthenhancement.com.

Bruce Helmer

6/20/2025

Blog

Why Business Owners Need A Meaningful Wealth Mission

Learn how to create a meaningful wealth mission statement that aligns your personal, family, and business goals. Discover tips, examples, and steps to guide your financial vision.

Paul J. Brahim CFP®, CEPA®

6/2/2025

Blog

Your Future is Counting on You

Struggling to plan for retirement? Discover how visualizing your future self—and working backward—can make saving feel easier and more achievable. Learn how to close the gap between now and your financial goals.

Bruce Helmer

5/23/2025

Blog

Saving Through an Energy-Efficient Home

Discover how to save money and reduce your carbon footprint with energy-efficient home upgrades. Learn about tax credits, eco-friendly improvements, and simple lifestyle changes that boost comfort and value.

Katy Chase CFP®

4/25/2025

Blog

Chevron Employees: When is the Best Time to Retire?

Chevron employees: Plan your retirement wisely by exploring benefit options, tax strategies, and pension timing to boost your financial future.

4/21/2025

Blog

Should You Be Maxing Out Your 401(k) at the Beginning of the Year?

Thinking about front-loading your 401(k) contributions? Discover the pros, cons, and key considerations like market timing, dollar-cost averaging, and employer match rules to optimize your retirement strategy.

Jim Sandager CFP®

4/16/2025

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How Tariffs Will Impact Holiday Shopping

How Are You Feeling About Money? (No, Really.)

The Pros and Cons of Using AI to Manage Your Finances

Four Wealth Enhancement Teams Named 2025 5-Star Wealth Management Teams by InvestmentNews

The Biggest Mistake People Make With Money

Why Business Owners Need A Meaningful Wealth Mission

Your Future is Counting on You

Saving Through an Energy-Efficient Home

Chevron Employees: When is the Best Time to Retire?

Should You Be Maxing Out Your 401(k) at the Beginning of the Year?