Explore top tax-efficient investing strategies—from tax-loss harvesting and asset location to charitable giving and Roth conversions—to help reduce taxes and grow your wealth.

Maximize estate planning benefits with irrevocable trusts—reduce estate size, shift income, and avoid gift taxes for long-term wealth protection.

Learn smart strategies for paying taxes in retirement, including how a one-time tax withholding distribution from your IRA can simplify your tax process, reduce penalties, and potentially boost earnings. Get expert financial planning tips today.

In this episode of Investment Management Foundations, Gary Quinzel, VP of Portfolio Consulting at Wealth Enhancement, breaks down the key differences between mutual funds, ETFs, and individual stocks—covering diversification, fees, trading, and tax efficiency.

Money decisions aren’t just about math—they’re about mindset. Learn how understanding your financial behaviors, values, and goals can lead to smarter choices and greater well-being.

Explore how your beliefs, emotions, and habits shape your financial decisions. Learn how understanding the psychology of money can reduce financial stress and improve your overall financial wellness.

Real estate vs. stocks: which delivers stronger long-term returns? Explore historical data, volatility, REIT performance, and global trends to help guide your investment strategy.

Discover how a financial advisor can help you minimize taxes and maximize savings. Learn strategies for tax-efficient investing, Roth conversions, charitable giving, and more to boost your financial plan.

Being single in America can come with hidden financial costs. Discover how income gaps, limited benefits, tax disadvantages, and reduced retirement options impact singles—and why society still favors marriage economically.