In today's world, financial empowerment is a necessity. For women in particular, a deep understanding of financial planning is crucial for crafting a secure future, whether you're just starting your career or nearing retirement. In Build, Protect, Retire, an upcoming Women & Wealth webinar by Wealth Enhancement Group, you will learn how to navigate the complexities of the three main stages of financial planning.

Imagine driving a car without a basic understanding of the rules of the road, or even how to operate it. Scary thought. Here’s another scary thought: Making financial decisions with minimal knowledge about investing, budgeting, and credit. The thing about this scary thought is that it's all too real.

Retirement planning is full of unique challenges and opportunities, especially for women. Women live longer lives than men, which can bring the risk of outliving their retirement savings. When you also consider career interruptions from having children and wage disparities, the "typical" retirement savings strategies become more complicated. Although the potential difficulties may be formidable, there are time-tested ways to surmount them.

Filing taxes isn’t the highlight of most people’s year. It can feel overwhelming and potentially get quite expensive if you go in without a game plan. That’s why it’s important to prepare for your tax appointment in advance. Just like your financial plan helps keep your personal finances in order, some tax appointment planning can help you get your personal and business documents in order—making it easier to file your 2023 taxes.

Retirement planning can feel like navigating a sailboat through the Bermuda Triangle. From shifting inflation rates to unknowable health care costs, it can seem impossible to know exactly what route to take and how much to save. That’s why we created a Retirement Income Calculator to help you estimate what you may need to save to support your lifestyle into retirement.

Each year, the Social Security Administration (SSA) adjusts the benefits that retirees receive to keep up with inflation. On October 12, 2023, the SSA released its official cost-of-living adjustment (COLA) announcement. Here's what you need to know.

Serving in the military is a profound commitment that utterly transforms your lifestyle. Although it comes with its fair share of rewards, military life also brings a unique set of challenges—especially when it comes to finances. As a Veteran, you've made sacrifices for our country. In return, our government provides a host of benefits and opportunities for you. However, navigating the financial landscape post-service can be daunting.

For decades, investors have been told that investing in a portfolio of 60% stocks and 40% bonds is a tried-and-true method to diversify and optimize returns. This strategy assumes that most of the returns will come from your equity exposure while fixed income will provide the needed ballast to offset losses in down years for the market. Modern portfolio theory supports this methodology, and since 1945, it has yielded an average return of close to 10%.

Everyone needs a plan for their long-term care (LTC). According to the U.S. Department of Health and Human Services, an average of 70% of people 65 and older will need long-term care at some point in their lives.