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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
6 Essential Tax-Loss Harvesting Tips
Tax-loss harvesting cannot restore losses, but it can mitigate them.
Jim Wiley AIF®
Blog
Reduce Your Taxes and Medicare Premiums With Charitable Giving
Make your charitable contributions work overtime be ensuring that you and your chosen charity get the most out of your donations.
Christopher A. Mattern CFP®
Blog
Paying Taxes With Retirement Account Distributions
For retirees who no longer receive a regular paycheck, paying taxes is a different experience.
Blog
Understanding the Nuances of Net Unrealized Appreciation
If your company offered (and you took advantage), you may own a significant amount of company stock as part of your 401(k) plan.
John O'Brien CFP®
Blog
2 Ripple Effects a Large Capital Gain Can Trigger in Your Financial Plan
For investors who make a savvy move and receive a sizeable capital gain, there can be few things that are more satisfying. Just be ready for the tax bill.
Peg Webb CFP®

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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