This Week's Two-Minute Financial Insight: Year-End Tax Planning Three-Part Series Part 1 of 3: The Basics of Effective Year-End Tax Planning https://bit.ly/3AVG78R Article authored by Grant Soliven, AIF? November 25, 2024 #FinancialEnhancementGroup #YourLifeAfterWork #TaxPlanning #TaxStrategy
Financial Enhancement Group, LLC
金融服务
Anderson，Indiana 498 位关注者
We take care of people who don't want to worry about their money.
关于我们
Financial Enhancement Group is not just another money manager. With a Certified Financial Planner, a Chartered Financial Analyst, and a Chartered Market Technician on staff, we make our primary focus to help families that do not want to worry about their money. Our job as financial advisors eclipses the idea of a simple asset allocation; we focus on tax strategies, retirement planning, and estate planning as well as asset management for the clients we serve. Financial Enhancement Group uses a team dynamic, featuring a staff of diverse, highly qualified professionals with different strengths, but the same core beliefs about investment and retirement planning. This is how we can give our clients the unique depth of service and the tax strategies that are necessary to optimize their plans as they move along life's journey. Financial Enhancement Group is an SEC Registered Investment Advisor.
- 网站
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https://www.yourlifeafterwork.com
Financial Enhancement Group, LLC的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Anderson，Indiana
- 类型
- 合营企业
- 创立
- 1997
- 领域
- Investments、Retirement Planning and Accounts、Asset Management、Legacy Planning和Tax Planning
地点
Financial Enhancement Group, LLC员工
动态
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Critical Element of the Week: Your Life After Work This Week's Focus: Part 1: The Basics of Effective Year-End Tax Planning https://bit.ly/40YGmug Elements in Focus - November 22, 2024 Presented by: Aaron Rheaume, CKA?, and Grant Soliven, AIF? #FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning #LifeAfterWork #TaxPlanning
Part 1 of 3: The Basics of Effective Year-End Tax Planning
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Topics this week include: - Long-Term Asset Returns - Government Debt - Consumer Debt https://bit.ly/3V2jdDC November 21st, 2024 Presented by Adam Harter, CFA? and Andrew Thrasher, CMT? #FinancialEnhancementGroup #YourLifeAfterWork #Investors #FinancialPlanning #investing #investment #governmentdebt #consumerdebt #assetreturns
Government & Consumer Debt - Your Weekly Market Carver Update 11-21-2024
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This Week's Two-Minute Financial Insight: You Received an Inheritance – Now What? https://bit.ly/4fsndpd Article authored by Daren Hardesty, CFP? November 18, 2024 #FinancialEnhancementGroup #YourLifeAfterWork #legacy #inheritance #InheritancePlanning
Received an Inheritance
https://yourlifeafterwork.com
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Critical Element of the Week: Legacy Planning This Week's Focus: Things To Consider When Receiving An Inheritance https://bit.ly/4hOMlrx Elements in Focus - November 15, 2024 Presented by: Aaron Rheaume, CKA?, and Grant Soliven, AIF? #FinancialEnhancementGroup #YourLifeAfterWork #FinancialPlanning #LifeAfterWork
Things To Consider When Receiving an Inheritance
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Topics this week include: - Yield Curve Inversions & Recessions - Q3 Earnings Results & Forecasts https://bit.ly/4fO3oZ0 November 14th, 2024 Presented by Adam Harter, CFA? and Andrew Thrasher, CMT? #FinancialEnhancementGroup #YourLifeAfterWork #Investors #FinancialPlanning #investing #investment
Inverted Yield Curves & Recessions
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?? Office Closed Friday, November 15th for Annual Planning Day! ?? To our valued families, please note that our offices will be closed on Friday, November 15th as our team gathers for our annual planning day! This day allows us to reflect, strategize, and ensure we’re continually providing the best possible service to each of you. We will reopen with normal hours on Monday, November 18th. Thank you for your understanding, and we look forward to serving you even better in the coming year! ?? #TeamPlanningDay #TeamFEG #OfficeClosed??
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?? Happy First Work Anniversary to Michele at FEG South! ?? Michele's dedication to building lasting relationships and helping families achieve their financial goals shines through in everything she does.? We are beyond grateful to have Michele on our team, and we know that this is just the beginning of all the wonderful things to come. Thank you, Michele, for all your hard work, and we look forward to seeing what the future holds as you continue to grow with us in our Georgia office! Here’s to many more years of success together! ?? ?#TeamFEG #WorkAnniversary #FinancialAdvisor #CelebratingSuccess #TeamMichele?
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This Week's Two-Minute Financial Insight: Understanding Long-Term Care Insurance: Protecting Your Assets and Legacy https://bit.ly/3O3yz6V Article authored by Dean Huddleston November 11, 2024 #FinancialEnhancementGroup #YourLifeAfterWork #RiskManagement #LongTermCare #LongTermCareInsurance
Understanding Long-Term Care Insurance: Protecting Your Assets and Legacy
https://yourlifeafterwork.com
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We are thrilled to congratulate Chris, one of our dedicated paraplanners at Financial Enhancement Group, on his incredible achievement of passing the Series 65 exam! ?? Your hard work and commitment have truly paid off, and we’re so proud of you for taking this important step toward your future. Chris's dedication to helping families reach their financial goals has already made him a valuable member of our team. With this license, he’s now even better equipped to deliver qualified service and support to our families! We’re excited to see all that you’ll accomplish as you continue to grow. Here’s to many more successes and a bright future ahead! ?? #ProudTeam #CongratsChris #NextStep #TeamFEG #HardWorkPaysOff #Series65?
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