As Benjamin Franklin once said, “. . . in this world, nothing is certain except death and taxes.” For good reason, few people like to talk about either of these topics. Nonetheless, in this article, I will focus on the latter, taxes. In retirement, taxes are coming...
Life is filled with many tough choices and important decisions. Where do I attend college? Who am I going to marry? What am I going to do for my career? What's for dinner tonight? All these questions have consequences once the decision is made. One of the most...
Imagine for a moment you are on your way home from the store, and a dog jumps out in front of you. In a moment of surprise and quick reaction, you do your best to avoid the dog; however, you lose control of your vehicle and hit a tree. Thankfully, you survived the...
Happy new year to you and yours. As you were preparing for the Holidays, Congress was working on passing the SECURE Act 2.0. The original Setting Every Community Up for Retirement Enhancement Act, passed in December 2019 and brought several changes to how we approach...
Imagine for a moment that your working career is coming to an end, and retirement is on the horizon. What does that look like for you? Are you going to travel to exotic destinations, live in a golf course community, spend more time with the grandkids, volunteer in...
As 2022 is winding down to a close, Thanksgiving and the holiday season is now upon us. I hope that you have many things to be thankful for this year; I know I sure do. I am grateful for my family, friends, career, co-workers, health, and families that we are blessed...
Fall is my favorite time of the year, and it is here. The leaves have begun to change, the temperatures are starting to cool off, and we are in the middle of college football season. Just like the weather has begun to change, the IRS has made changes that will affect...
Imagine for a moment that your working career is coming to an end and retirement is on the horizon. What does that look like for you? Are you going to travel to exotic destinations, live in a golf course community, spend more time with the grandkids, volunteer in...
Consider This Program with Aaron Rheaume, CKA, and Grant Soliven, AIF. In this segment we will cover: Coming to the end of your working career can be both exciting and terrifying. How are you going to replace your standard of living without a paycheck? What are the 7...
As Benjamin Franklin once said, “. . . in this world, nothing is certain except death and taxes.” For good reason, few people like to talk about either of these topics. Nonetheless, in this article, I will focus on the latter, taxes. In retirement, taxes are coming...
Consider This Program with Aaron Rheaume, CKA and Grant Soliven, AIF In this segment we will cover: An in-service, non-hardship distribution is a 401k option that not many are aware of. What other options are wrapped inside of your 401k? Are you missing opportunities?...
Emotions play a role in many facets of life, and many of us experience several of them daily. You may experience pure joy and happiness when a child is born and anger when that child does something to upset you later in life. Everyday emotions play into our...
Consider This Program with Aaron Rheaume, CKA, and Jamie Burton. In this segment we will cover: Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you...
One of the questions we are often asked at Financial Enhancement Group is when should I/we take our Social Security benefits? In a serious but joking way, I generally respond with, “How long will you live?” It’s not a question anyone can answer with any certainty,...
One of the questions we are often asked at Financial Enhancement Group is when should I/we take our Social Security benefits? In a serious but joking way, I generally respond with, “How long will you live?” It’s not a question anyone can answer with any certainty,...
We are in the heart of college football season, and some teams have separated themselves as elite programs in their respective conferences this year. What does it take for these top football teams to perform at high levels during the game and all season long? They...
Imagine for a moment you are on your way home from the store, and a dog jumps out in front of you. In a moment of surprise and quick reaction, you do your best to avoid the dog; however, you lose control of your vehicle and hit a tree. Thankfully, you survive the...
Imagine for a moment you are on your way home from the store, and a dog jumps out in front of you. In a moment of surprise and quick reaction, you do your best to avoid the dog; however, you lose control of your vehicle and hit a tree. Thankfully, you survive the...
Imagine for a moment that your working career is coming to an end and retirement is on the horizon. What does that look like for you? Are you going to travel to exotic destinations, live in a golf course community, spend more time with the grandkids, volunteer in...
As you read this article today, it is Mother’s Day, so I want to wish you all a Happy Mother’s Day. Over the years, as I have written this column, I try to have a theme, and because it is Mother’s Day, the piece of this week’s article is Pivotal Days. As a mother and...
Emotions are part of life. Our decisions or reactions to events are often directed by emotions. You experience joy when a child is born and anger in the moment when that child does something that frustrates you. People avoid swimming in the ocean over the fear of rare...
Investing for your retirement can seem like a giant in your life. How much money will I need? When will I be able to retire? How much do I need to save today in order to have enough when it’s time for me to retire? But saving today can make a huge impact on your...
[vc_row][vc_column width="1/4" offset="vc_hidden-xs"][vc_widget_sidebar sidebar_id="sidebar-main"][/vc_column][vc_column width="3/4"][vc_column_text] Imagine for a moment that your working career is coming to an end and retirement is on the horizon. What does that...