Disability Awareness Month – Belated
April 21, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Disability Awareness Month – Belated – Risk Management
Grant Soliven, AIF®
Financial Enhancement Group (FEG) is a wealth management firm based in Central Indiana with offices in Anderson, Brownsburg, Indianapolis, Lafayette, and Rensselaer, as well as Woodstock, Georgia and Rohnert Park, California. This page is updated with insightful posts on tax strategies, retirement planning, investing, and the economy. We invite you to what the videos on The Five Critical Elements and stay informed on the current and changing financial climate.
April 21, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Disability Awareness Month – Belated – Risk Management
April 14, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: This isn’t your grandfather’s portfolio? – Investment Playbook
April 7, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Last Minute Filing & IRA Contributions – Tax
March 31, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Are You Hoarding? – Your Life After Work Schedule
March 23, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Why Evaluating Beneficiaries is So Important! – Legacy Planning
March 17, 2023 Presented by: Aaron Rheaume, CKA®, and Grant Soliven, AIF® Critical Element of the Week: Checklists – Risk Management and Life Happens #TaxPlanning
March 10, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Focus on your Journey, not on headlines. –
March 3, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: SECURE Act 2.0 – Tax Planning #TaxPlanning #Taxes
February 24, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Social Security & Divorce Benefits! – Your Life
February 17, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Should I gift to my heirs today? Or
February 13, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Indexed Universal Life (IUL) vs. Other Permanent Insurance
February 3, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Diversification – What it is and what it
January 27, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Make sure your CPA or tax preparer is
January 20, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Psychology While Entering Retirement – Your Life After
January 13, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Communication, Communication, Communication. – Legacy Planning #TaxPlanning #Taxes
January 6, 2023, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: New Year, New You! Revamping your protection. –
December 30, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Harvest losses and transition out of mutual funds
December 2, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: What should I do before the clock strikes
December 7, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Year-End Tax Planning – Tax Planning #TaxPlanning #Taxes
December 16, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Tis the season of gifting. How much and
December 9, 2022, Presented by: Aaron Rheaume, CKA, and Grant Soliven, AIF. Critical Element Of The Week: Should we consider adding a TOD to our
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