retirement planning

Blog

How Much Should I Contribute to my 401(k)? Smart Guidelines for 2026 Retirement Savings

Wondering how much you should contribute to your 401(k)? Learn recommended contribution levels, how to maximize employer matches, tax benefits, and smart strategies to grow your retirement savings with confidence.

Peg Webb

2/24/2026

Blog

How to Shop For Long-Term Care Insurance

Long-term care insurance can protect your future and your finances. Learn when to buy, how much coverage you need, and why inflation protection matters in your LTC planning.

Pam Krejce CLTC®

2/19/2026

Blog

How to Withdraw From Your 401(k) at 55 Without Penalty

Learn how to withdraw from your 401(k) at age 55 without penalty using the IRS “Rule of 55.” Discover key rules, avoid costly mistakes, and create a smarter retirement plan.

12/23/2025

Blog

Catch-up Contributions: Why They Matter & 2026 Changes

Approaching retirement? Learn how catch-up contributions can boost your savings after age 50. Explore 2024 and upcoming 2025–2026 IRS limits, tax benefits, and SECURE 2.0 changes to maximize your retirement strategy.

Colby Feane CFA®

10/28/2025

Blog

Common Questions About Deferred Compensation

Deferring income through NQDC plans may reduce taxes, boost retirement funds, and reward long-term employees—but it’s key to plan wisely.

10/8/2025

Events and Webinars

Optimizing Retirement Income with Tax-Efficient RMDs

In this webinar, which originally aired on September 30, 2025, Dave Mace, a Financial Planner on Wealth Enhancement’s Advanced Planning team, discusses all things RMDs.

9/30/2025

Newsroom

AARP: Laura Mattia Featured in "7 Questions to Ask Yourself Before You Unretire”

Laura Mattia, MBA, Ph.D, CFP® Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by AARP in “7 Questions to Ask Yourself Before You Unretire”

Laura Mattia Ph.D, MBA, CFP®

9/3/2025

Blog

Could Your 401k Soon Look a Lot Less Traditional?

Explore how Trump’s executive order could reshape 401(k) plans by allowing alternative investments like private equity and hedge funds. Learn the benefits, risks, and what it means for your retirement.

Doug Huber

8/29/2025

Blog

401(k) Day: Make the Most of Your Employer Retirement Account

Discover how a financial advisor can help you navigate market volatility, optimize your 401(k), and build a holistic, tax-efficient retirement plan with confidence.

8/28/2025

Newsroom

AOL: Wealth Enhancement Survey Featured in “Here are the top 5 things happy Americans do really well in retirement — how many are you doing?” 

Wealth Enhancement’s survey was featured by AOL in “Here are the top 5 things happy Americans do really well in retirement — how many are you doing?” 

8/23/2025

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How Much Should I Contribute to my 401(k)? Smart Guidelines for 2026 Retirement Savings

How to Shop For Long-Term Care Insurance

How to Withdraw From Your 401(k) at 55 Without Penalty

Catch-up Contributions: Why They Matter & 2026 Changes

Common Questions About Deferred Compensation

Optimizing Retirement Income with Tax-Efficient RMDs

AARP: Laura Mattia Featured in "7 Questions to Ask Yourself Before You Unretire”

Could Your 401k Soon Look a Lot Less Traditional?

401(k) Day: Make the Most of Your Employer Retirement Account

AOL: Wealth Enhancement Survey Featured in “Here are the top 5 things happy Americans do really well in retirement — how many are you doing?”