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...
Investments have varying characteristics. The most essential issues are volatility, taxation, and liquidity. Occasionally, assets have to be divided amongst children and spouses in the case of divorce. Picking and choosing assets to be exchanged or delivered to a...
Your Retirement Playbook with Joe Clark, CFP. In this segment, we will cover: In this segment of Your Retirement Playbook, we will discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Your Retirement...
Your Retirement Playbook with Joe Clark, CFP. In this segment we will cover: Get out of the penalty box! You know I hate rules (or are the guidelines or the suggestions?). When I look at most people's financial plans, other people's decisions were actually made,...
Did you know two tax codes exist? Most people will tell you one is for the rich and one is for the poor. That is not true. The real answer is there is one for the informed and one for the uninformed. At the Financial Enhancement Group, we take pride in our ability to...
Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment we will cover: Feeling compelled to be charitable is a wonderful calling. You want your charity to get the most out of your gift, and we want you to get the biggest bang for your...
Consider This Program with Joe Clark, CFP and Dean Huddleston. In this segment we will cover: Being charitably inclined is a testament to you and your family. Our hope with the Better Giver is not to make you a bigger giver per se', but rather a better giver. Helping...
Many Americans believe that there are two U.S has two tax codes – one for the rich and one for the poor. Actually, there are two U.S. tax codes, but for the informed and the uninformed. Our team at FEG regularly meets mistakes – or at the very least missed...
Consider This Program with Joe Clark, CFP and Brett Spangler, CPA. In this segment we will cover: All assets are not equal in spending, investing or charitable gifting. There are opportunities to be a Better Giver. That is our process for helping you to be the most...
Consider This Program with Joe Clark, CFP and Adam Harter, CFA. In this segment we will cover: Charitable contributions tend to come from income rather than assets. Your life changed with retirement, but your church or charity has the same expenses. Defining your...
Consider This Program with Joe Clark, CFP and, co-host Grant Soliven, AIF®. In this segment, we will cover: How To Maximize Giving During A Pandemic - You may find yourself in unchartered waters or others in a similar situation. It could be your church, favorite...
Undoubtedly, there will be a point where we will exit. We will depart from the workforce, our tax-deferred retirement accounts, and ultimately from life. This five-week series will provide you insight into leaving behind your legacy. Legacy includes our assets, but it...
The world changed with the advent of defined contribution plans where individuals save for their retirements. Dissimilar to a defined benefit plan or pension, where the stream of income stopped at your demise, defined contribution plans leave assets behind to...
In this week's episode, our theme is, "Timing Is Everything!" we will cover: - Timing Social Security may be the most critical decision you make in retirement. - Determining the age-old question...How do I know if I have enough money to retire? - Attempting to time...
Tis the season to give generously, gratefully, and wisely. And when it comes to giving wisely, it’s important to understand some basic IRS rules governing gifts and tax deductions. First, there are no deductions for gifts of time or talent. If I provide free financial...
Tis the season to give generously, gratefully, and wisely. And when it comes to giving wisely, it’s important to understand some basic IRS rules governing gifts and tax deductions. First, there are no deductions for gifts of time or talent. If I provide free financial...