Maximize estate planning benefits with irrevocable trusts—reduce estate size, shift income, and avoid gift taxes for long-term wealth protection.

For many of us, paying income tax isn't a concern. We work, we earn a salary, an appropriate amount is taken out of our paychecks by our employers, and that's that. We don't think much about it until it's time to file income tax returns every April.

In this episode of Investment Management Foundations, Gary Quinzel, VP of Portfolio Consulting at Wealth Enhancement, breaks down the key differences between mutual funds, ETFs, and individual stocks—covering diversification, fees, trading, and tax efficiency.

Money decisions aren’t just about math—they’re about mindset. Learn how understanding your financial behaviors, values, and goals can lead to smarter choices and greater well-being.

Explore how your beliefs, emotions, and habits shape your financial decisions. Learn how understanding the psychology of money can reduce financial stress and improve your overall financial wellness.

Real estate vs. stocks: which delivers stronger long-term returns? Explore historical data, volatility, REIT performance, and global trends to help guide your investment strategy.

Discover how a financial advisor can help you minimize taxes and maximize savings. Learn strategies for tax-efficient investing, Roth conversions, charitable giving, and more to boost your financial plan.

Being single in America can come with hidden financial costs. Discover how income gaps, limited benefits, tax disadvantages, and reduced retirement options impact singles—and why society still favors marriage economically.

Learn how to manage capital gains, avoid Medicare premium hikes, and reduce tax liabilities in retirement. Explore smart strategies like phased stock sales and tax planning to protect your income and investments.

Turn tax season into a strategic financial check-in—understand laws, reduce burden, organize docs, and use refunds to fuel long-term goals.