AMR Team - Wealth Enhancement

AMR Team - Wealth Enhancement Your goals are our goals. We are a registered investment advisor who understands our clients’ needs.

Our dedicated team supports client needs with personalized, ethical attention. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®. Wealth Enhancement Group is a registered trademark of Wealth Enhancement Group, LLC. Trust services offered through Wealth Enhancement Trust Services, LLC, a trust comp

any chartered under South Dakota law. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure website.

09/02/2026

How much thought have you given to the non-financial side of retirement?

Most people spend years planning for retirement financially, but what about planning for wellness, independence, and future care needs?

In this week's episode of Something More with Chris Boyd, we're joined by Joan Harris and Kristine Callahan from Symphony Care Management to talk about aging well, staying engaged, maintaining quality of life, and preparing for life's unexpected challenges before they become crises.

Whether you're thinking about your own future or helping an aging parent, this conversation is full of practical advice and helpful insights.

We're also hosting an upcoming webinar:

The Next Journey of Aging: 2bfe9939-6c28-4836-a416-ac967277b701@9785028d-5cf0-4b0b-888b-e80e90287dac" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/2bfe9939-6c28-4836-a416-ac967277b701@9785028d-5cf0-4b0b-888b-e80e90287dac

Register here: The Next Journey of Aging: Finding Joy & Managing Evolving Care Needs

Give the episode a listen and share it with someone who may benefit from the discussion.

Your estate plan is designed to reflect what's most important to you.Life can bring new relationships, growing families,...
09/01/2026

Your estate plan is designed to reflect what's most important to you.

Life can bring new relationships, growing families, retirement transitions, and other meaningful milestones. As those changes happen, it may be worth revisiting your estate plan to make sure it still supports your wishes and the people you care about most.

Consider adding an estate plan review to your next financial check-in.

08/31/2026

Retirement planning isn't only about financial security, it's also about creating a meaningful next chapter.

Many retirees spend years preparing financially, but fewer spend time thinking about how they'll find purpose, maintain social connections, and create structure in their daily lives.

A successful retirement often balances financial confidence with personal fulfillment, helping support both long-term well-being and quality of life.

In this conversation, we explore why purpose can be just as important as planning when preparing for retirement.

Watch the full episode here: https://youtu.be/x2ADrvVBmpc?si=3FhrMBPOM8SgWEJO

When it comes to charitable giving, many people think first about donating cash.What some investors may not realize is t...
08/27/2026

When it comes to charitable giving, many people think first about donating cash.

What some investors may not realize is that, in certain situations, donating appreciated investments can be a tax-aware way to support the causes they care about. The type of asset you give, and how you give it, can have different tax implications.

If charitable giving is part of your broader financial plan, it might be worth exploring all your options so that you can make the most of your gift.

Retirement planning isn't only about finances, it's also about purpose.For some, retirement means traveling more. For ot...
08/27/2026

Retirement planning isn't only about finances, it's also about purpose.
For some, retirement means traveling more. For others, it means spending time with family, pursuing hobbies, volunteering, or exploring new opportunities.
Having a vision for what retirement looks like can help guide important financial decisions and provide direction for long-term planning.
The most successful retirement plans often start with a simple question: What do you want your next chapter to look like?

08/26/2026

How should investors think about the rest of the year?

Markets have been strong, AI continues to dominate headlines, and inflation remains an important concern. But what should investors really be paying attention to?

In this week's episode of Something More with Chris Boyd, Chris and Brian Regan discuss:
✅ The real impact of AI on markets and the economy
✅ Why semiconductor stocks may face new challenges
✅ Inflation and interest rate concerns
✅ What today's market environment means for investors
✅ The importance of staying focused on long-term goals

It's an informative conversation that helps make sense of a complicated investment landscape without getting lost in the jargon.

Give it a listen and let us know what topics you'd like us to cover in a future episode!
https://youtu.be/2Pi9yWqLP58

Planning for the future involves more than finances. As care needs evolve, it’s important to understand the resources an...
08/26/2026

Planning for the future involves more than finances. As care needs evolve, it’s important to understand the resources and support available to you and your loved ones.
Join Joan Harris and Kristine Callahan of Symphony Care Management for The Next Journey of Aging: Finding Joy & Managing Evolving Care Needs and gain practical insights on caregiving, independence, and aging with confidence.
📅 September 9, 2026 | 🕑 2:00 PM
Click the link to register.
2bfe9939-6c28-4836-a416-ac967277b701@9785028d-5cf0-4b0b-888b-e80e90287dac?source=copyLinkLegacyShareEventDialog" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/2bfe9939-6c28-4836-a416-ac967277b701@9785028d-5cf0-4b0b-888b-e80e90287dac?source=copyLinkLegacyShareEventDialog

08/24/2026

Deciding when to retire isn't always as simple as reaching a specific age or savings target.

Retirement readiness often involves a combination of financial preparedness, emotional readiness, lifestyle goals, and meaningful conversations with loved ones.

Taking time to evaluate these factors can help you make the transition with greater clarity and confidence.

In this conversation, we explore some of the key signs that may indicate you're ready for the next chapter and the questions worth considering before making the decision.

Watch the full episode here:https://youtu.be/kKtZrAXKEjk?si=_3GD33d8jbwoTScR

When it comes to retirement, some of the best wisdom comes from experience.Whether it was advice from a family member, f...
08/21/2026

When it comes to retirement, some of the best wisdom comes from experience.

Whether it was advice from a family member, friend, colleague, or financial professional, a single piece of guidance can have a lasting impact on how we prepare for the future.

What's the best retirement advice you've ever received?

Share it in the comments below. Your insight could help someone else as they plan for their next chapter.

08/20/2026

Cash is king... but how much cash should you actually keep?

That's the question we're tackling in this week's episode of Something More with Chris Boyd.

We discuss emergency funds, retirement reserves, investing during uncertain times, and why having too much cash can sometimes be just as problematic as having too little.
Whether you're still working, approaching retirement, or already retired, understanding how cash fits into your financial plan can help you feel more confident and prepared.
Give the episode a listen and tell us what you think!

And if you own appreciated investments, real estate, or a business, be sure to check out our upcoming seminar series: https://events.wealthenhancement.com/amrtaxwebinar

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