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OUR MOST POPULAR E-BOOKS FOR CORPORATE EMPLOYEES

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for corporate employees. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.

These specially designed guides offer valuable insight into the retirement process. Inside, you'll find specific information that can
help you the important decisions that affect you and your family’s well-being.  

8 Tenets When Picking a Mutual Fund

8 Tenets When Picking a Mutual Fund In this book we'll discuss the 8 things you should look when choosing a mutual fund. View Details

Financial PTSD

Financial PTSD In this book we'll discuss the emotional effects that PTSD can have have on investors and strategies for coping. View Details

Managing Emotions of Investing

Managing Emotions of Investing This -ebook covers these emotions and offers tips on how to better manage emotions in all stages of the market cycle. View Details

Cash as an Asset

Cash as an Asset In this book we'll discuss the advantages of having a cash reserve. View Details

Determining Cash Flow Need in Retirement

Determining Cash Flow Need in Retirement In this book we'll discuss how much cash flow is typically needed to maintain your current lifestyle. View Details

What Has Worked in Investing

What Has Worked in Investing In this book we'll weigh the pros and cons of a value investing strategy versus a growth investing strategy. View Details

Effects of Inflation

Effects of Inflation In this book we'll discuss how inflation impacts investing and our overall purchasing power. View Details

5 Retirement Facts You Probably Didn't Know (But Should)

5 Retirement Facts You Probably Didn't Know (But Should) In this book we'll discuss 5 helpful facts about retirement that everyone should know. View Details

Closing the Retirement Income Gap

Closing the Retirement Income Gap In this book we'll discuss smart investment strategies that can help close the retirement gap. View Details

Planning for the Stages of Retirement

Planning for the Stages of Retirement In this book we'll discuss investment opportunities at various retirement stages throughout life. View Details

Value Superinvestors

Value Superinvestors In this this e-book we discuss super-investors, their books, and their proven investment styles. View Details

Lump Sum Vs Annuity

Lump Sum Vs Annuity In this book we'll evaluate pension and lump sum trade-off consideration factors. View Details

Tips for Preventing Fraud

Tips for Preventing Fraud In this e-book we'll discuss applicable tips for preventing fraud and fighting cyber-crime. View Details

Net Unrealized Appreciation

Net Unrealized Appreciation This E-book provides NUA examples and discusses how to determine if Net Unrealized Appreciation makes sense for you. View Details

Chevron - Net Unrealized Appreciation

Chevron - Net Unrealized Appreciation This E-book provides Chevron Employees with company specific NUA qualifications and discusses how to determine if Net Unrealized Appreciation makes sense to use. View Details

Exxon Mobil - Net Unrealized Appreciation

Exxon Mobil - Net Unrealized Appreciation This E-book provides Exxon Mobil Employees with company specific NUA qualifications and discusses how to determine if Net Unrealized Appreciation makes sense to use.. View Details

Value Investing Strategy

Value Investing Strategy In this book we'll cover long-term investment opportunities and how to maximize value. View Details

Rollover Strategies for 401k

Rollover Strategies for 401k This e-book will help you plan for your retirement with our three-part philosophy on rolling over your 401k. View Details

4 Ways to Cultivate Your Social Security

4 Ways to Cultivate Your Social Security In this book we'll cover 4 ways to help you get the most out of your social security.. View Details

10 things to Consider in Retirement Income Planning for Ages 50-65

10 things to Consider in Retirement Income Planning for Ages 50-65 In this book we cover 10 important retirement factors such as, benefits, asset allocation, liquidity, and growth. View Details

Social Security Strategies for Divorced Individuals

Social Security Strategies for Divorced Individuals This Social Security for Divorced Individuals e-Brochure addresses major client concerns and provide insight into situations you may encounter in retirement. View Details

9 Things to Consider in Retirement Income Planning for Ages 65+ / Retire Kit 65+

9 Things to Consider in Retirement Income Planning for Ages 65+ / Retire Kit 65+ The Retirekit 65+ e-Brochure addresses major client concerns and provides insight into situations you may encounter in retirement. View Details

What to do with an Early Retirement Offer?

What to do with an Early Retirement Offer? Many companies offer employees early retirement packages to encourage them to leave. In this book we address major client concerns and provide insight into situations you may encounter in retirement. View Details

How to Maximize Your Social Security Benefits

How to Maximize Your Social Security Benefits In this book we'll cover what social security is and how to maximize your benefits. View Details

Retiring From AT&T

Retiring From AT&T This E-book provides employees retiring from At&t with insight into situations they may encounter in retirement.. View Details

Choosing a Financial Advisor

Choosing a Financial Advisor In this book we'll cover important considerations when choosing a financial advisor. We'll also make sure you understand all the options available. View Details

Rising Interest Rates

Rising Interest Rates This book discusses the effects of rising interest rates and what it may mean for your retirement. View Details

10 Things to Consider in Retirement Income Planning for Ages 35-50

10 Things to Consider in Retirement Income Planning for Ages 35-50 In this e-book we'll cover 10 helpful tips to consider in retirement income planning if your 35 - 50 years young. View Details

Pension Lump-Sum Payment Windows Are Back

Pension Lump-Sum Payment Windows Are Back This e-book covers the pension lump-sum windows and explains what that means for businesses. View Details

A Look at 401(k) Plan Fees

A Look at 401(k) Plan Fees In this e-book we'll cover 401k plan fees and other factors that may affect your investment. View Details

Value vs. Growth

Value vs. Growth In this e-book we quickly cover the differences between value and growth investing. View Details

Value Series I: Using the P/E Ratio to Find "Cheap Assets"

Value Series I: Using the P/E Ratio to Find "Cheap Assets" In part I of this 4 part value series we cover the price-to-earning ratio. View Details

Value Series II: Using the P/CF Ratio to Find Value

Value Series II: Using the P/CF Ratio to Find Value In part II of this 4 part value series we cover the price-to-cash-flow ratio. View Details

Value Series III: Value Investing and Dividends

Value Series III: Value Investing and Dividends In part III of this 4 part value series we cover the dividend yield ratio. View Details

Value Series IV: Using P-B Ratio Creates a Solid Investment Foundation

Value Series IV: Using P-B Ratio Creates a Solid Investment Foundation In part III of this 4 part value series we cover the valuation process price-to-book ratio. View Details

Retire Happy

Retire Happy In this e-book we'll cover some helpful investment strategies that will help lead to a happy retirement. View Details

Will Your Retirement Retire With You?

Will Your Retirement Retire With You? In this book we'll cover retirement options and strategies to make sure your retirement is working for you. View Details

How to Survive Financially After a Job Loss

How to Survive Financially After a Job Loss In the e-book we'll cover strategies for staying afloat financially after a job loss. View Details

Active Vs Passive Investing

Active Vs Passive Investing In this book we'll cover the impact how various investing strategies can impact your retirement. View Details

The 4 Percent Withdrawal Rule

The 4 Percent Withdrawal Rule In this book we discuss the 4 percent rule and where it originated. View Details

Mutual Fund Expense Ratios

Mutual Fund Expense Ratios In this book we'll discuss how mutual fund expense ratios affect investment returns. View Details

Understanding Social Security

Understanding Social Security In this book we'll discuss social security benefits. View Details

Maintaining Perspective in Volatile Markets

Maintaining Perspective in Volatile Markets in this book we'll cover techniques for maintain the right perspective in volatile markets. View Details

Warren Buffet's "90-10" Rule

Warren Buffet's "90-10" Rule In this e-book we discuss Warren Buffets 90-10 rule View Details

IRA Withdrawal (Ready,Set,Retire)

IRA Withdrawal (Ready,Set,Retire) In this e-book we'll discuss IRA distribution strategies that can help you address financial needs in retirement. View Details

Retirement Roadblocks

Retirement Roadblocks In this book we'll look at Choosing the right income distribution strategy for your retirement savings is so important today. View Details

Value Investment Seminar

Value Investment Seminar View Details

Defining Risks in Investing

Defining Risks in Investing Why volatility is considered risky, the risk-reward relationship and how diversification reduces risk. View Details

Market Valuations: Are Current Valuations Sustainable

Market Valuations: Are Current Valuations Sustainable View Details

Sequence of Returns: Preparing for Bear Markets

Sequence of Returns: Preparing for Bear Markets In this book we'll cover the sequence of returns and how to be prepared to retire in a bear market. View Details

Estate Planning Basics

Estate Planning Basics In this e-book we'll cover the basic of Estate planning. Do you know what happens if you die without an estate plan? View Details

Roth IRA Conversions

Roth IRA Conversions If certain conditions are satisfied, distributions from Roth IRAs are totally free from federal income taxes. In this e-book we'll cover Roth IRA conversions. View Details

Introduction to Annuities

Introduction to Annuities In this issue what annuity is and why you may want to considering investing in one. View Details

Investment Basics

Investment Basics The Investment Basics e-Brochure addresses major client concerns and provides insight into situations you may encounter when investing. View Details

Retirement Basics

Retirement Basics Retirement Basics e-Brochure addresses major client concerns and provides insight into situations you may encounter in retirement. View Details

Planning for Long-Term Care

Planning for Long-Term Care The need to be prepared is real, and something that you shouldn’t ignore. In this guide we'll cover planning for long-term care in retirement. View Details

Retirement Savings Challenges for Women

Retirement Savings Challenges for Women When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges, which we’ll be discussing in more detail throughout this e-book. View Details

College Planning

College Planning it’s imperative that you start your child’s college fund as soon as you can. In this guide we'll cover strategies for saving for college. View Details

Fianancial Planning Basics

Fianancial Planning Basics In this guide we'll cover need to know financial planning basics. View Details

Women and Money

Women and Money Women's economic clout is significant, and going forward it will likely continue to grow. In this guide we cover techniques for taking control of your financial future. View Details

Retirement Income Planning

Retirement Income Planning Planning for retirement income starts with three basic questions. In this guide we'll cover, what, when and how long your retirement planning will last. View Details

Special Needs Planning

Special Needs Planning If your loved one has a disability or special needs, you’re not alone. In this guide we'll cover the basics of special needs retirement planning. View Details

Variable Annuities

Variable Annuities in this e-book we'll cover in-depth Information about Variable Annuities and answer important questions. View Details

Your Employer-Sponsored Retirement Savings Plan

Your Employer-Sponsored Retirement Savings Plan Your retirement can be whatever you want it to be. In decades past, retirement was a time of rest and relaxation. That might be what you want — but it might not be. e’re here to help you wake up on the first day of retirement with the confidence of knowing you have planned well. View Details

Advanced Estate Planning

Advanced Estate Planning This e-brochure will illustrate some estate planning strategies that may be appropriate for individuals who are concerned about minimizing gift and estate taxes, and individuals who have specific goals such as transferring a business interest, providing for a favorite charity, or protecting assets from future creditors. View Details

The Roadmap to Retirement

The Roadmap to Retirement For years, retirement planning focused on the accumulation of retirement assets, but that is only the beginning of your retirement journey. This roadmap introduces topics of conversation that you may want to have with your financial professional, tax advisor, and legal counsel as you approach certain retirement mile markers. View Details

Planning for Retirement: A Guide to Understanding Your Retirement Needs and Savings Options

Planning for Retirement: A Guide to Understanding Your Retirement Needs and Savings Options Investing for your retirement is more important than ever. In this guide we'll cover strategies to help you plan for a fruitful retirement. View Details

Manage Your Investments During Retirement: A guide to making your income last a lifetime

Manage Your Investments During Retirement: A guide to making your income last a lifetime This e-book will help you create your long-term plan. It provides guidance on developing a budget for your retirement years and diversifying your portfolio to help meet your retirement income needs. View Details

Making an Informed Choice With Your Retirement Assets

Making an Informed Choice With Your Retirement Assets What you need to know about your retirement plan distribution View Details

Business Continuation Planning

Business Continuation Planning continuation planning is one of the most important ingredients for a successful family business. This guide will help successfully plan to have your business continue after your retirement. View Details

Berkshire Cash Problem

Berkshire Cash Problem The e-book covers the Berkshire cash problem. View Details

Factors to Consider When Investing

Factors to Consider When Investing This e-book covers varies investing strategies that should be considered during retirement planning. View Details

Donor Advised Fund

Donor Advised Fund A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time. View Details
 

 

Disclaimer: Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

 

Wealth Enhancement Group is not affiliated with or endorsed by your company. This information is not intended as a recommendation or to provide individualized tax or legal advice. Discuss your specific situation with a qualified tax or legal professional. The opinions are subject to change at any time and no forecasts can be guaranteed. Investment decisions should always be made based on an investor's specific circumstances. Investing involves risk, including potential loss of principal.

 

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