Wealth Enhancement

11/02/2026

Thinking about giving before year-end?

A thoughtful charitable giving strategy can help align your financial decisions with the causes that matter to you.

In our recent webinar, we explored strategies to consider and how can fit into your broader financial plan.

Watch the replay:
https://www.wealthenhancement.com/webinars/year-end-charitable-giving-strategies

10/30/2026

We’re proud to celebrate 7 Wealth Enhancement advisors named to InvestmentNews’ 2026 Rising Stars list, recognizing wealth management professionals age 40 or younger who are making meaningful contributions to the industry.

Congratulations to all seven advisors on this well-earned recognition!

Learn more here:
https://www.wealthenhancement.com/newsroom/seven-wealth-enhancement-advisors-named-investmentnews-2026-best-wealth-managers-and

10/22/2026

A great conversation at the Private Wealth US Fall Retreat in Orlando.

Doug Huber, Deputy Chief Investment Officer at Wealth Enhancement , recently joined industry peers for a panel discussion and networking with professionals from across the wealth management industry.

Thank you to Markets Group for hosting a successful event and bringing together leaders from across the private wealth space.

10/19/2026

We're excited to share that InvestmentNews has recognized Wealth Enhancement among its Leading RIAs in the South.

As we continue to expand our presence across the region, we're grateful for the trust of our clients and the dedication of our teams who make our work possible every day.

Learn more about this recognition:
https://www.wealthenhancement.com/newsroom/wealth-enhancement-recognized-among-investmentnews-leading-rias-south

10/15/2026

Fraud tactics are becoming increasingly sophisticated, making awareness one of your best defenses.

In our recent webinar, Wealth Enhancement’s Vice President of Platform Security Operations, Adam Geisser, explored how scammers are leveraging AI, the warning signs to watch for, and practical strategies to help reduce your risk of becoming a victim of fraud.

Watch the full webinar replay:
https://www.wealthenhancement.com/events-and-webinars/outsmart-scammers-how-fraud-proof-your-wealth-age-ai

10/08/2026

We're proud to share that Wealth Enhancement has been recognized among the Nashville Business Journal's 2026 Largest Financial Planning Firms, ranking #29 on this year's list.

Congratulations to our Nashville-area advisors and team members on this recognition and their continued commitment to serving clients and the community.

Learn more here:
https://www.wealthenhancement.com/newsroom/wealth-enhancement-recognized-among-nashvilles-largest-financial-planning-firms

09/30/2026

Today, Wealth Enhancement announced a significant step forward in how we serve ultra-high-net-worth individuals and multigenerational families.

We have entered into an agreement to acquire RWA Wealth Partners, a Boston-headquartered independent wealth management firm with more than $22 billion in client assets and one of the nation’s largest woman-led registered investment advisers. Led by CEO and Chief Economist Michelle Knight, RWA brings significant experience serving families with substantial, complex wealth through its Private Wealth and Family Office businesses.

We’re excited for what this partnership means for our clients and for the continued evolution of Wealth Enhancement’s ultra-high-net-worth and family office capabilities.

Read the full announcement here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-expands-family-office-capabilities-through-reserve-wealth-enhancementtm

09/29/2026

Medicare decisions can feel complex, but understanding your options can help you make more informed choices.

In our recent webinar, Chloé Briel, CFP®, ADPA™, Wealth Planning Consultant at Wealth Enhancement, joined Katie Lauer of CoverRight to discuss the essentials of Medicare, including enrollment periods, the differences between Medicare Supplement and Medicare Advantage plans, and common mistakes to avoid.

Watch the full webinar here:
https://www.wealthenhancement.com/events-and-webinars/navigating-medicare-confidence

09/28/2026

Big ideas, meaningful connections, and a few unforgettable days in the mountains.

This year's Advisor Summit in Snowbird, Utah, brought together advisors, leaders, and team members from across Wealth Enhancement to learn, collaborate, share ideas, and strengthen relationships across the firm.

Stay tuned for more photos and highlights from the Summit!

09/24/2026

How can parents help the next generation avoid common financial mistakes?

Nate Hanft, CFP®, Senior Vice President and Financial Advisor at Wealth Enhancement, shared insights with AARP on practical ways to teach children and young adults important money lessons.

Read the full article:

Clear guidance and real-life lessons can support better financial decisions

04/15/2026

Tax refunds can present an important opportunity to strengthen your financial plan.

In a recent article from Kiplinger, a financial advisor from Wealth Enhancement Group shared guidance on how individuals can think more strategically about using their refund.

As the advisor noted, "A tax refund can be a valuable opportunity to strengthen your financial foundation if it is used intentionally."

Rather than treating a refund as extra spending money, the article outlines how thoughtful choices such as paying down high interest debt, building emergency savings, or investing for long term goals may help improve financial stability.

Taking a strategic approach can help ensure that this once a year financial event contributes to broader financial progress instead of short term consumption.

To learn more about strategies for using a refund wisely, read the full article on Kiplinger by clicking the learn more link below.

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https://www.kiplinger.com/taxes/tax-refunds/ways-to-make-the-most-of-your-tax-refund

04/02/2026

Wealth Enhancement Group is proud to announce that Doug Huber, Deputy Chief Investment Officer, has been named to MarketsGroup’s 2026 Elite Private Wealth CIOs list. The recognition highlights investment leaders who guide portfolio strategy, asset allocation, and investment decisions for high net worth families and institutions.

In his role, Doug helps shape the firm’s investment process and supports portfolio construction across the Wealth Enhancement platform. His leadership contributes to delivering thoughtful investment strategies designed to help clients pursue their long term financial goals.

Read the full award announcement on the Wealth Enhancement Group website by clicking the learn more link.

Awarded 2/3/26 for the ranking year 2026.

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https://www.wealthenhancement.com/newsroom/doug-huber-named-among-marketsgroups-2026-elite-private-wealth-cios?utm_source=facebook&utm_medium=organic&utm_term=2026-awards&utm_content=2026-04-02-doug-huber&utm_campaign=local-seo

04/02/2026

Oil prices influence far more than what you pay at the pump. They can affect inflation, transportation costs, supply chains, and the broader global economy. In fact, shifts in energy prices often ripple through markets and everyday expenses alike.

But how does oil actually impact daily life and the path back to economic stability after periods of market volatility?

In this latest blog, a Wealth Enhancement Group advisor explores the critical role oil plays in the global economy, how energy price swings can shape economic conditions, and why understanding these dynamics can help investors stay focused on long term financial goals.

If you want a clearer perspective on how energy markets influence the economy and what it may mean for investors moving forward, this article offers valuable insights and context.

Read the full article by clicking the learn more link below.

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https://www.wealthenhancement.com/blog/oil-daily-life-and-road-back-stability?utm_source=facebook&utm_medium=organic&utm_term=blog-post&utm_content=4-02-2026-oil-daily-life-and-road-back-stability&utm_campaign=local-seo

03/30/2026

Wealth Enhancement is proud to share that 15 of our advisors were recognized in InvestmentNews' 2026 Top Financial Professionals ranking.

This recognition honors financial advisors for outstanding achievements, exceptional professionalism, and commitment to client success.

Please join us in congratulating Lily Ku, Maura Schauss, Christopher Mattern, Ryan Marshall, Patrick M. Doherty, Brian Kuhn, Brad Campbell, Stephen Craffen, Tiffany Rosetti, Andrew Fentress, Todd Youngdahl, Laura Gilman, Tamar Mogilski, J. Christopher Boyd, and Stephanie Ford.

Read the full award announcement on the Wealth Enhancement Group website by clicking the learn more link.

Awarded 2/25/26 for the ranking year 2026.

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https://www.wealthenhancement.com/newsroom/15-wealth-enhancement-advisors-recognized-investmentnews-2026-top-financial-professionals?utm_source=facebook&utm_medium=organic&utm_term=2026-awards&utm_content=2026-03-26-investmentnews-2026-top-financial-professionals&utm_campaign=local-seo

03/30/2026

Charitable giving can be one of the most meaningful parts of a financial plan. But when done strategically, it can also play a powerful role in how wealth is transferred to future generations.

From donating appreciated assets to using donor-advised funds, charitable trusts, and qualified charitable distributions, there are several ways to support causes you care about while potentially improving tax efficiency and strengthening your overall estate plan. Thoughtful planning can help increase the impact of your generosity while aligning your giving with long term financial goals.

In this blog, a Wealth Enhancement Group advisor explores key charitable giving strategies and how they can be incorporated into a comprehensive wealth transfer plan. If leaving a meaningful legacy and maximizing the value of your contributions are priorities, these insights can help you think more strategically about your approach.

Read the full article by clicking the learn more link below.

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https://www.wealthenhancement.com/blog/maximize-your-impact-charitable-giving-as-part-of-wealth-transfer?utm_source=facebook&utm_medium=organic&utm_term=blog-post&utm_content=3-30-2026-charitable-goving-in-wealth-transfer&utm_campaign=local-seo

03/26/2026

Proposed changes to capital gains taxes are gaining attention in Washington, and investors are asking an important question: how could new legislation affect their portfolios and long term financial plans?

Some proposals could significantly increase the tax rate on capital gains for high income investors, potentially raising the effective federal rate from 23.8 percent today to more than 40 percent when additional taxes are included. Changes like these could impact how and when investors choose to realize gains, transfer wealth, or structure their investment strategies.

While tax proposals often evolve before becoming law, staying informed and planning ahead can make a meaningful difference. Understanding potential changes now may help investors evaluate strategies such as timing asset sales, managing portfolio turnover, and coordinating tax planning with broader financial goals.

In this blog, a Wealth Enhancement Group advisor breaks down what the latest capital gains tax proposals could mean for investors and why proactive planning matters in a changing tax environment.

Read the full article by clicking the learn more link below.

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https://www.wealthenhancement.com/blog/capital-gains-tax-proposals-investors?utm_source=facebook&utm_medium=organic&utm_term=blog-post&utm_content=3-26-2026-capital-gains-tax-proposals&utm_campaign=local-seo

03/23/2026

$3,000 next spring... or $250 more every month? Which would you choose?

It’s a common tax question with real financial implications. In a recent feature by Investopedia, Brian Long, a tax expert from Wealth Enhancement Group weighed in on whether taxpayers should aim for a larger refund or keep more cash in their monthly paycheck.

The reality? There’s no one-size-fits-all answer.

Taking $250 more each month can improve cash flow and help pay down high-interest debt faster.

Opting for a $3,000 refund can act as a built-in savings strategy and reduce the risk of an unexpected tax bill.

As noted in the article, many people prefer the certainty of over withholding to avoid tax surprises, especially if their income fluctuates during the year.

The right approach ultimately depends on your financial discipline, cash flow needs, and tax situation.

Read the full article to see the pros, risks, and how to decide which option may fit your financial plan best.

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https://www.investopedia.com/would-you-rather-get-a-usd3k-lump-sum-next-spring-or-get-usd250-more-a-month-11914455

03/18/2026

Thinking about retirement but not sure where to begin?

Starting a retirement savings plan can feel overwhelming, but the first steps are often simpler than most people expect. From understanding your current financial picture to building an emergency fund, managing debt, and planning for future expenses, small actions today can help create a stronger financial foundation for tomorrow. The key is having a clear strategy and knowing which priorities can make the biggest impact early on.

In this article, an advisor from Wealth Enhancement Group outlines practical ways to start saving for retirement, including how to evaluate your assets, estimate future income needs, and align your investment strategy with your long term goals. Even if you are just getting started, these insights can help you move forward with greater confidence and clarity.

If you are looking for guidance on how to begin building a retirement plan that works for you, read the full article by clicking the learn more link below.

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https://www.wealthenhancement.com/blog/how-can-i-start-saving-for-retirement?utm_source=facebook&utm_medium=organic&utm_term=blog-post&utm_content=3-17-2026-saving-for-retirement&utm_campaign=local-seo

03/16/2026

Selling your business can be a life-changing milestone, but turning that liquidity event into lasting wealth takes more than closing the deal. From tax exposure and concentration risk to cash drag, insurance gaps, and estate planning updates, the decisions you make before and after the sale can shape your financial future for years to come.

In this new article, Wealth Enhancement Advisor Joanna Lograsso shares practical guidance for business owners on how to protect proceeds, stabilize liquidity, diversify wisely, and build a post-exit strategy that supports long-term goals.

If you want a clearer plan for what comes next after a sale, read the full article by clicking the learn more link below.

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https://www.wealthenhancement.com/blog/preserve-wealth-after-selling-a-business?utm_source=facebook&utm_medium=organic&utm_term=blog-post&utm_content=3-16-2026-business-exit-blog&utm_campaign=local-seo