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Even in a Crisis, Don't Try to Time the Market

Uncertain times like we're experiencing today can feel unprecedented, but a closer look at history shows that we’ve been in similar situations before.
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Blog
What to Do If You Find Your Own Pot of Gold
With St. Patrick's Day on the mind, Bruce and Peg dig into some tips on what you should do if you find your own pot of gold.
Peg Webb CFP®
Blog
Inheritance Simplified: How to Pass on Assets
Estate planning is the process of arranging for the transfer of your wealth in a way that minimizes legal complexities, taxes, and costs.
David Carlson CFP®
Blog
Understanding the 3 Primary Classes of Trusts
Understand the difference between a revocable or living trust, an irrevocable trust, and a testamentary trust. Learn how trusts work and explore some of their benefits.
Blog
What is a GRAT—And What Are Its Benefits for Estate Planning?
Find out how a grantor-retained annuity trust (GRAT) could help you transfer wealth to future generations without the typical tax burden associated with large gifts. Learn what a GRAT is, how a GRAT works, types of GRATs, how GRATs are taxed, and the pros and cons of a GRAT.
Kate Maier CTFA, JD, CFP®
Blog
What Is a Qualified Terminable Interest Property (QTIP) Trust?
Determine whether a Qualified Terminable Interest Property (QTIP) Trust is right for you by learning what it is, how it works, how a QTIP Trust differs from a marital trust, and what benefits a QTIP Trust might offer.
Lane Marmon JD, MBA

We have been with Wealth Enhancement for over 25 years. It was a great decision on our part as we would never be in the financial shape that we are today without them. They advised us on life insurance, college funds, long term care insurance and Roth IRAs. They promptly answered all questions anytime we called and kept us on schedule with withdrawals and payments. I never worry about finances and have complete trust in the team.

- Janet Williams, Savage, MN

Actual client testimony. Client was not compensated.

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