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Blog

Keith Wetjen | Mar 20, 2025

The Long View: Why Strategic Planning Outperforms Short-Term Reactions

Wealth Planning
Investments
Investing
Finance
In today's world of instant notifications and 24-hour news cycles, it's easy to become fixated on daily market movements and current events. At Entrust Wealth
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Peter Pabich | Mar 20, 2025

Maximizing Wealth Preservation After Tax Season: What To Do Post-Filing

Tax Planning
Wealth Planning
Estate Planning
Finance
As the tax filing deadline approaches, many individuals are focused on finalizing their returns. At Entrust Wealth Partners, we believe that true wealth
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Keith Wetjen | Feb 18, 2025

Bridging the Gap: A Concerning Reality in Wealth Management & How We’re Uniquely Positioned to Fix It

Wealth Planning
Financial Literacy
Today's complex financial landscape demands a fundamentally different approach - one where individuals and families have access to a unified team of experts
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Peter Pabich | Feb 18, 2025

Retirement Healthcare Planning: 7 Strategies for Protecting Your Wealth from Medical Costs

Retirement
Health
According to Fidelity’s latest Retirement Health Care Cost Estimate, an average retired couple age 65 in the U.S. may need around $315,000 saved to cover
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Keith Wetjen | Dec 16, 2024

Building a Legacy: The Entrust Wealth Partners Approach to Family Wealth Planning

Family
Wealth Planning
When it comes to managing family wealth, many people immediately think about maximizing returns or minimizing taxes. While these are important considerations
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Peter Pabich | Oct 14, 2024

Year-End Giving: How to Make the Most of Your Donations

Charitable Giving
As the year draws to a close, it’s the perfect time to take a closer look at your charitable giving strategy.
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Keith Wetjen | Oct 14, 2024

A Practice Guide to Tax Planning for Business Owners

Tax Planning
Taxes are an unavoidable aspect of running a business, but with proper planning, you can minimize your liability and avoid unexpected bills. Together, let’s
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Peter Pabich | Sep 30, 2024

Choosing Beneficiaries, Trustees, Executors, and Guardians: What They Are & Why They Matter

Multigenerational Planning
When it comes to planning for your family's future, many of us focus on building wealth, investing wisely, and saving for a rainy day. But there's another
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Keith Wetjen | Sep 30, 2024

Is Cash Still King?: Why holding too much cash may be a mistake

Wealth Planning
In today's economic environment, it's understandable why it might “feel safer” holding onto excess cash. However, this strategy might not be as beneficial as it
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Peter Pabich | Aug 23, 2024

Embracing Your Third Act: Staying Active and Engaged in Retirement

Retirement
Family
As you transition into retirement, this new phase—often referred to as the "third act"—offers an exciting opportunity to redefine your purpose and pursue
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Keith Wetjen | Aug 23, 2024

Common Money Mistakes Across Generations and How to Fix Them

Multigenerational Planning
In the ever-evolving landscape of personal finance, each generation faces unique challenges and opportunities. Whether you're a Baby Boomer, Gen Xer, Millennial
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Peter Pabich | Jul 25, 2024

How to Successfully Pass Down the Family Vacation Home: Essential Tips for Individuals and Families

Multigenerational Planning
Estate Planning
A family vacation home is more than just a property; it’s a repository of memories, traditions, and cherished moments. As the years go by, many families face
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