Wealth Column: Generational money mistakes
Whether a baby boomer, Generation X or millennial there are strategies that can help now in planning for retirement with the quality of life you are looking for after the regular working days are done.
Written By:
Bruce Helmer and Peg Webb I Wealth Enhancement Group | 10:00 am, Jan. 31, 2021 ×
Bruce Helmer and Peg Webb, financial advisers at Wealth Enhancement Group and co-hosts of “Your Money” on KLKS 100.1 FM on Sunday mornings.
When it comes to personal finance, timing is everything. Time gives you compounding interest. Knowing when to retire or start drawing Social Security has an enormous impact on achieving your financial goals.
John January 17, 2021 (8:28 pm)
Gondola…… Far less costly and can be completed in a few years. I’ve been on the gondola system in La Paz Bolivia. It was fantastic. A gondola arrived every 15 seconds capable of carrying 10 people. It covered the entire City. The views were spectacular. We wouldn’t need a second bridge either.
WSB January 17, 2021 (8:48 pm)
I’ll be writing about the currently circulating West Seattle concept tomorrow. It came up briefly at this meeting, when a board member noted she had been contacted by the West Seattle advocates. – TR
Eldorado January 18, 2021 (2:32 am)
Love it!
Peter January 18, 2021 (8:56 am)
The addition of Reby brings WEG’s total assets to $27.2 billion.
WEG, previously backed by Lightyear Capital before TA Associates acquired it, has had a robust acquisition strategy in place since 2013. Just last month, it acquired SVA Companies’ wealth management and trust businesses, collectively known as SVA Financial Group.
The latest acquisition of Reby is part of WEG’s larger strategy to build local scale in major metro areas, and the firm has been building a presence in the New York area. In October, it acquired 10-15 Associates, a New York RIA with seven financial advisors and $923 million in AUM, led by co-founders Deborah and Michael DeMatteo.
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MINNEAPOLIS, Jan. 14 2021 /PRNewswire/ Wealth Enhancement Group, an independent wealth management firm, today announced its acquisition of Reby Advisors, an independent registered investment adviser (RIA) based in Danbury, Conn., with approximately $727 million in client assets . Upon closing, the transaction is expected to bring the number of Wealth Enhancement Group locations in the New York metro region to eight, while bringing the firm s total client assets to $27.2 billion.
Founded by CEO Robert Reby in 1989, Reby Advisors focuses on working with small business owners, pre-retirees and retirees, guiding them in sound investment strategies to fulfill their life goals while also helping them avoid costly missteps in the planning and execution of their financial plans. The practice includes six financial advisors and specializes in investment management, along with financial, retirement, tax, education and legacy planning services. It al
Danbury investment advisory 2nd in CT to join national firm
Alexander Soule
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Bob Reby addresses an audience in October 2014 at Western Connecticut State University in Danbury, Conn.H John Voorhees III / H John Voorhees III
A Minnesota firm is acquiring Reby Advisors, an investment adviser based in Danbury that manages more than $725 million in client assets.
The companies did not cite a purchase price. With the acquisition of Reby Advisors, Wealth Enhancement Group gains a second Connecticut office, after its 2016 acquisition of HHG & Co. which added $1.3 billion in client assets under management. Wealth Enhancement Group will oversee more than $27 billion in client assets when it completes the deal.