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 Joe Clark, CFP, and Grant Soliven. In this segment we will cover: Going into retirement, you have to have a clear picture of your standard of living. Join us as we discuss the best way to find out your true budget. Call 800-928-4001 or email...
Consider This Program with Joe Clark, CFP, and Grant Soliven. In this segment we will cover: When planning for retirement, there are certain triggers or transitions that can push you closer to making a decision to leave the workforce. It is important to have a strong...
Consider This Program with Joe Clark, CFP and Daren Hardesty. In this segment we will cover: Is there a simple way to turn disasters into inconveniences with your personal finance? There are several options, and it could be different depending on your financial phase...
The most common way for people to save for retirement is through their 401(k) or 403(b) plan. Most of you reading this know the drill – you meet with the plan advisor one or two times a year. The advisor tells you how your mutual funds have performed and uses software...
Finally, it's springtime, and we can soon begin opening the windows and enjoying the sunshine. So often, we spend the winter months tucked away indoors, trying to stay warm by the fire and hoping it doesn't snow enough to require the shovel to be taken from the...
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...
The excitement begins when the NYSE bell rings at 9:30 EST. Wall Street begins trading stocks or equity, representing ownership in thousands of companies. Willing buyers and sellers meet at an agreed-upon price and ownership transfers. By 4:00 EST, over two billion...
Procreated checklists are the first step driving the majority of my professional decisions. There are financial opportunities and challenges that look very different in the beginning but as decisions are made and processes evolve, a solution is often found. Perhaps...
Equity mutual funds are classified by style and size. Each fund is classified by the prospectus where investors receive the expectation of the managers investment selections. Style refers to the primary objective of the holdings inside of the fund. Size refers to the...
On December 20, 2019, a $1.4 trillion spending bill was signed into law in order to keep the government running. Tucked away inside this mammoth piece of legislation was the Setting Every Community Up for Retirement Enhancement (SECURE) Act. This new law includes...
By: Jamie Burton It’s that time of year again! The time when most of us get our credit cards out and spend more than we usually do. Holiday shopping is so much more than just buying gifts though- think about the amount of money you spend on groceries for the...
On November 20, 2019 we celebrated April Swick, our Senior Paraplanner from the Lafayette office. April has been with Financial Enhancement Group for 17 years and at the end of the year she will retire to do the job we know she loves the most – and that’s the role of...
Join us for this episode of Consider This Program Podcast - with special guest, Dr. Paul Ward Highlights of the episode with Dr. Paul Ward Dr. Paul Ward is a leadership and transitions coach, transformation consultant, and a hot air balloon pilot. He joined us for a...
Women face many unique challenges when it comes to money and investing. Whether it’s the pay gap that women face or taking time off to raise kids, women have very different financial obstacles to overcome than men typically. If you aren’t where you should be...
By: Jamie Burton Holiday spirit is in the air as we approach the Thanksgiving and Christmas season. This is easily one of my favorite times of the year; everyone can reflect on what they are thankful for and spend time with family and friends. Despite these...
By: Dean Huddleston Automobiles and investing, what do they have in common? They both are at times referred to as vehicles, a car moves you from point A to B, a mutual fund can be considered an investment vehicle where your dollars take a ride down a...
By: Grant Soliven,AIF® With the recent college admissions scandal in the news, it seems some people are willing to risk everything for their child to attend the “right” college. For the rest of us, let’s talk about saving legally for a college education. College is...
[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] Growing up in the sixties and seventies in Indiana the internet did not exist (I don’t even think it was on Al Gore’s...
Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos. 1. Having a plan for what you own and when it's time to sell. 2. There's more to the market than Greece! https://youtu.be/avlRnUIsU-w
Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos. 1. What type of assets should you be considering when giving to a charity? 2. How stocks can be used in generating income. 3. Why working with an independent financial advisor matters. 4....
[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] Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos. 1. Growth in assets flowing to hedge...
Here is this week’s radio show, hosted by Joe Clark, CFP with Sherri Contos. https://youtu.be/gQxUJ3BbAdQ