EnRich Financial Partners LLC

EnRich Financial Partners LLC At EnRich Financial Partners, we become the family CFO-Chief Financial Officer.

One financial topic we are often asked about involves TRUSTS. Since trusts are widely used for a variety of estate plan...
06/23/2026

One financial topic we are often asked about involves TRUSTS.

Since trusts are widely used for a variety of estate planning purposes, we have prepared a simple primer of different terms and types of trusts.

Reminder: A trust is simply a legal document that acts as a container to hold, or own, property, cash, securities, or other items of value.

There are three parties to a trust. The first is the maker of the trust, called the trustor or grantor, who establishes the trust.

The second is the trustee who manages and carries out the terms of the trust.

Finally, there is the beneficiary who receives the benefits of the trust, either in the form of income or outright distribution of property.

For an explanation of some of the most common types of trusts, see the images below…and let us know if you ever have any questions!

Every Father’s Day, we celebrate our dads.We recognize all the things they do for us.We recognize the example they set t...
06/19/2026

Every Father’s Day, we celebrate our dads.

We recognize all the things they do for us.

We recognize the example they set through their work ethic, character, strength, patience, and, of course, their love of...

Dad Jokes.

As you know, dad jokes fall squarely into the “so bad it’s good” category of humor.

But they’re also a time-honored tradition proudly upheld by fathers everywhere.

So, in honor of Father’s Day, here are a few dad jokes you can share with your loved ones.

(Insert dad jokes here.)

Wishing you a Father’s Day full of love, laughter, and maybe a few groans along the way!

The first Juneteenth in 1866 marked the true end of slavery in America. Juneteenth celebrates universal individual freed...
06/18/2026

The first Juneteenth in 1866 marked the true end of slavery in America.

Juneteenth celebrates universal individual freedom for all.

Angela Davis reminds us that this day isn't just about reflection, but also about recommitting to the ongoing fight for freedom.

The first Juneteenth celebrated newly emancipated Black Americans. While emancipation didn’t arrive everywhere at once, communities made the most of their moment.

People came together, celebrating by cooking traditional dishes steeped in symbolism and meaning.

Today, we honor those who never stopped striving for liberty.

Happy Juneteenth!

Ever seen this image?This breathtaking view of Wharariki Beach in New Zealand, often featured on screen savers, is more ...
06/12/2026

Ever seen this image?

This breathtaking view of Wharariki Beach in New Zealand, often featured on screen savers, is more than just a beautiful photograph.

It represents a destination. A dream. A reward for years of hard work and disciplined financial planning.

Unfortunately, we speak with many individuals who, despite having the financial means to visit places like this, struggle to shift from a lifetime of saving to actively enjoying the wealth they’ve built.

The same discipline that created your success can sometimes make it difficult to embrace the freedom it was meant to provide.

The goal of wealth accumulation isn’t just to secure the future. It’s to fund a life filled with the experiences you’ve always imagined.

Whether that means chartering a yacht through the Greek Isles, embarking on a multi-generational safari in Tanzania, or spending a quiet month in a secluded Scottish cottage, your wealth should be a tool that serves your ambitions—not a treasure that remains locked away indefinitely.

Knowing that doesn’t necessarily make the psychological transition from a saver’s mindset to a spender’s mindset any easier.

We understand.

That’s why we help people navigate this transition all the time.

If you’re finding it difficult to start enjoying the wealth you’ve worked so hard to build and preserve, let’s have a conversation.

As Dr. Seuss wrote:

> “You have brains in your head. You have feet in your shoes. You can steer yourself any direction you choose… You're off to Great Places! Today is your day! So… get on your way!”

During the 1920s, a bank robber named Willie Sutton stole more than $2 million.After being arrested, Sutton was asked by...
06/09/2026

During the 1920s, a bank robber named Willie Sutton stole more than $2 million.

After being arrested, Sutton was asked by a reporter why he robbed banks. His answer was probably apocryphal, but it’s gone down in legend anyway:

“Because that’s where the money is.”

These days, thieves still go where the money is… usually by targeting private individuals who have a lot of it.

But modern theft isn’t about lock-picking a safe or blowing a bank vault with dynamite. More often, it comes in the form of cyberattacks.

All investors are potentially vulnerable because nearly every investor has digital vulnerabilities that can be targeted by thieves.

As financial advisors, our job is to help people plan for the future they want to achieve. We’ve found that with each passing year, protecting your privacy becomes more important when it comes to securing that future.

The good news is that while cybercrime, identity theft, and other forms of fraud are very real problems, you can protect yourself and your privacy with a little advance planning.

We like to think of it as building a castle.

🏰 First, you must understand where you are vulnerable.

🏰 Second, you must build the necessary walls, gates, and drawbridges to protect those vulnerabilities... with a wide digital “moat” surrounding it all.

To help, we’ve put together a few basic, simple tips for both understanding your vulnerabilities and protecting them from cybercriminals.

Trump Accounts. By now you’ve probably heard about these, and maybe even done a little reading about them, too. But wh...
06/03/2026

Trump Accounts. By now you’ve probably heard about these, and maybe even done a little reading about them, too.

But what are they, exactly?

Who — and what — are they meant for? And are they right for you and your family?

First announced as part of the One Big Beautiful Bill Act that went into law last year, Trump Accounts officially launch on July 4, 2026.

Below is some basic information on how Trump Accounts work, as well as some other options to consider when helping a child save for the future.

Believe it or not, we’re more than halfway through 2026.🤯It’s the perfect time to revisit your financial goals.👉Are you ...
05/28/2026

Believe it or not, we’re more than halfway through 2026.🤯

It’s the perfect time to revisit your financial goals.

👉Are you on track?

Before the summer fades away, take note of your finances and prepare for the next six months.

Once the summer ends, the holidays are right around the corner, which means your schedule can fill up quickly!

You should be meeting with your financial professional on an annual basis, if not more.

Scheduling a meeting at the midpoint of the year will prepare you for the rest of the year.

Here are two things you should consider in your mid-year review!

1️⃣Plan Your Spending

This is a perfect time to stop and see if you are still working within your budget. Retirees on a fixed income need to check their spending and plan for the rest of the year.

One of the biggest fears those in or near retirement have is running out of money. Reviewing your spending plan in the middle of the year will show you if you are withdrawing too much from your retirement accounts.

2️⃣Review Your Estate Plan

More than half of older Americans have no will or estate plan in place. Midyear is an excellent time to create or review your estate plan and make sure you have all your affairs in order. Make sure you have a will created and an executor named.

Every Memorial Day, we commemorate our nation’s greatest heroes. Words cannot fully express the awe and gratitude we fee...
05/25/2026

Every Memorial Day, we commemorate our nation’s greatest heroes.

Words cannot fully express the awe and gratitude we feel for the work and sacrifice of our military personnel.

But there are others we should commemorate too.

The families those heroes leave behind. The mothers and fathers who gave their sons and daughters to the cause of freedom. The wives and husbands who became widows and widowers. The children who lost parents, the brothers and sisters who lost siblings.

We must remember their sacrifice.

Their devotion.

There are no words appropriate enough.

No gestures adequate enough.

But we must do our best to show that at least we remember…and that we will never forget.

05/19/2026

It’s time for a little Tuesday Trivia!

Approximately 70 million Americans are participants in some sort of 401(k) plan.

But do you know what the number “401” actually means and where it came from?

A) It comes from the now-expired rule that $401,000 was the original limit for how much money each account could contain.

B) It is named for Section 401, Subsection K of the Internal Revenue Code

C) It is named for Section 401, Subsection K of the Setting Every Community Up for Retirement Enhancement (SECURE) Act

D) It comes from page 401, paragraph K of the Social Security Act of 1935, which was designed to help Americans during the Great Depression.

And the answer is…

B) Section 401, Subsection K of the Internal Revenue Code. First enacted in 1978 and signed into law by President Jimmy Carter as part of the Revenue Act, the creation of 401(k) accounts was part of a broader effort by Congress to reduce taxes for both individuals and corporations.

For many people, summer means summer vacation…and vacation means a road trip!Road trips are one of the best ways to trav...
05/14/2026

For many people, summer means summer vacation…and vacation means a road trip!

Road trips are one of the best ways to travel. They enable us to explore corners of our country that we wouldn’t get to see otherwise. They often lead to the greatest memories and most enjoyable adventures.

But road trips can also be expensive. Depending on a number of factors, including time, distance, and the number of people going along, they can sometimes be pricier than flying. And when something unexpected happens, it’s easy to blow your budget before you’re even halfway to your destination.

With that in mind, here are a few simple, common-sense tips on how to save money on your next road trip. None of these are mind-blowing, but most are easy to forget…and when you add them all up, they can really make a difference in the long run.

Address

6502 Grand Teton Plz, Ste 201
Madison, WI
53719

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16082753442

Website

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