Insights blog
Wealth management news and analysis
Insights
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Selling your home for a profit? Learn how capital gains tax works, who qualifies for the $250K/$500K exclusion, and smart strategies to reduce your tax bill. Understand exceptions, surviving spouse rules, and more.
2/3/2022
Blog
Learn how the right financial advisor can add up to 3% in annual net returns through behavioral coaching, tax-smart strategies, and personalized planning.
1/25/2022
Blog
Settling a parent’s estate is both emotional and complex. Discover 7 essential insights—from organizing paperwork to managing family dynamics—that can help you navigate the inheritance process with clarity and care.
1/24/2022
Blog
Learn how directed trusts offer flexibility by dividing trustee duties among trusted advisors. Discover the benefits, legal considerations, and how state laws impact the effectiveness of this estate planning tool.
1/13/2022
Blog
Looking to reduce estate taxes and leave more to your heirs? Explore smart estate planning strategies like gifting, life insurance trusts, and ABLE accounts to protect your legacy and minimize tax burdens.
1/11/2022
Blog
Confused about annuities? Learn the 7 key questions to ask before buying or managing one—from fees and surrender charges to income options, tax implications, and death benefit riders. Make informed decisions for your financial future.
1/2/2022
Blog
As 2021 comes to a close, we’re taking a look back at the top 10 articles of the year from Wealth Enhancement Group, as chosen by our readers. Browse our Best of 2021 articles below to revisit your personal favorites or discover something you may have missed.
12/27/2021
Blog
Want to avoid probate and simplify asset transfers? Learn how Transfer on Death (TOD) agreements work, what assets qualify, and how they can complement your estate plan to protect your legacy.
12/15/2021
Blog
Explore the U.S. economic outlook for 2022 amid Omicron uncertainty, inflation, and monetary policy shifts. Learn why growth remains resilient despite market volatility.
12/7/2021
Blog
Retirement is more than leaving work—it’s a lifestyle shift. Learn how to manage your time, spending, taxes, and Social Security benefits to create a confident and fulfilling retirement.
11/28/2021