Insights blog
Wealth management news and analysis
Insights
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Planning for retirement? Discover five essential questions to ask—from income and taxes to lifestyle and housing—to ensure a confident, fulfilling transition. Expert insights from Wealth Enhancement advisors.
2/19/2025
Blog
Facing unexpected changes as a federal employee? Learn how Voluntary Early Retirement (VERA), Deferred Resignation, and Discontinued Service Retirement (DSR) could impact your pension, health benefits, and future plans. Explore your options and protect your retirement.
2/18/2025
Blog
Equity markets hit record highs in January 2025 despite volatility from AI breakthroughs, Fed rate policy, and tariff concerns. Explore key economic trends, market performance, and investment insights in our monthly analysis.
2/6/2025
Blog
Discover how compound interest works, how it’s calculated, and why it’s essential for building long-term wealth. Use our calculator to plan smarter saving and investing strategies.
2/3/2025
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Learn how a Qualified Domestic Trust (QDOT) can help non-U.S. citizen spouses defer estate taxes, preserve wealth, and maintain financial security. Discover eligibility, tax implications, and planning strategies.
2/2/2025
Blog
Tax scams are on the rise, with cybercriminals using AI and phishing tactics to steal personal data. Learn how to protect yourself from fraud, identity theft, and unqualified tax preparers this tax season.
1/30/2025
Blog
Buying your first home? Learn how to navigate today’s high prices and mortgage rates with practical tips on financial readiness, hidden costs, and the homebuying process. Discover whether renting or buying is right for you.
1/29/2025
Blog
In this 2025 Market Outlook webinar, Wealth Enhancement’s Jim Cahn, Doug Huber, and Aya Yoshioka review last year’s strong S&P 500 performance and discuss key market drivers for 2025, including inflation, interest rates, and new tariffs.
1/29/2025
Blog
Discover how President Trump’s January 2025 Executive Orders impact federal employees—from hiring freezes and remote work bans to changes in job protections and agency oversight.
1/26/2025
Blog
Federal employees: Prepare for potential changes from new Executive Orders. Learn how to build your support team, plan your career, and strengthen your finances during uncertain times.
1/22/2025