Fulton Team - Wealth Enhancement

10/07/2026

When a house is sold, when do you qualify for capital gains taxes? This colorful infographic covers some of the basics.

If your clients are buying or selling a home, use this to help them determine if they qualify for capital gains taxes.

10/06/2026

Cybersecurity is more important than ever, especially as scammers use increasingly sophisticated tools, including AI, to make fraud attempts look more convincing.

Fortunately, protecting yourself doesn't have to be complicated. A few small habits today may go a long way toward protecting your personal and financial information tomorrow.

When was the last time you reviewed your online security habits?

09/30/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

09/23/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

09/22/2026

Financial lessons aren't always taught in a classroom.

Simple conversations about saving, budgeting, goal setting, and responsible money habits can help young people build confidence and make informed financial decisions as they grow.

Helping the next generation develop a strong financial foundation today may create opportunities that benefit them for years to come.

09/16/2026

Saving early could prove very helpful down the road. Share this piece with your family and consider your choices.

This early financial decision could prove helpful over time.

09/15/2026

I’m pleased to share that Wealth Enhancement has once again been recognized among the nation’s leading RIA firms. Wealth Enhancement Advisory Services (WEAS) was named the #7 Mega RIA on Barron’s 2026 Top 100 RIA Firms ranking, marking the firm’s eighth consecutive year on this list.

This achievement reflects the dedication of our team and the trust our clients place in us every day. I’m grateful to be part of an organization committed to helping clients plan for what matters most, and thankful for the colleagues and clients who make that work so rewarding.

You can read more about the recognition here: https://www.wealthenhancement.com/newsroom/wealth-enhancement-advisory-services-ranked-7-mega-ria-barrons-2026-top-100-ria-firms-list

09/11/2026

On Patriot Day, we remember the victims of September 11, 2001, and pay tribute to the heroes whose courage and sacrifice continue to inspire us.

09/09/2026

Value. Growth. Cycles. Underperform. Outperform. Confusing? When was your last Investment IQ test?

Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.

09/08/2026

Retirement planning is about more than replacing a paycheck. It's also about preparing for expenses that may change over time.

Healthcare is one of the costs many retirees underestimate. While Medicare can help cover certain expenses, it may not cover everything. Out-of-pocket costs, supplemental insurance, long-term care needs, and healthcare inflation can all influence your retirement budget.

As you review your retirement strategy, consider whether future healthcare expenses are part of the plan.