What are the opening hours?

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

EnRich Financial Partners LLC

Home
United States
Madison, WI
EnRich Financial Partners LLC

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

08/26/2026

August 26th is Women’s Equality Day

Today we celebrate the monumental progress women have made throughout history.

A few milestones include:
1851: Sojourner Truth’s “Ain’t I a Woman” speech was delivered during the Ohio Women’s Rights Convention on May 29th.

1869: Susan B. Anthony and Elizabeth Cady Stanton founded the National Woman Suffrage Association.

1920: After a 72-year fight, the 19th Amendment passed and on August 18th went into effect in the United States of America, women win the right to vote!

1963: On June 10th, John F. Kennedy signed the Equal Pay Act prohibiting discrimination on account of s*x in the payment of wages by employers.

1971: The Women’s Political Caucus was founded on July 10th, by Shirley Chisholm, Gloria Steinem, Bella Abzug, Fannie Lou Hamer, Mildred Jeffery, Florynce Kennedy, Jill Ruckelshaus, Ruth E. Shinn and Betty Friedan among others. Their goal was to support, recruit, and train women who were seeking space in public office.

Gloria Steinem also started Ms. Magazine this same year – who’s focus was on openly addressing and discussing women’s issues.

1981: On September 25th, Sandra Day O’Connor becomes the first woman appointed to the US Supreme Court.

2020: Kamala Harris becomes the first female Vice President of the United States on November 3rd.

08/24/2026

For many young adults (19-25), planning for retirement is not a priority and the thought of investing can be daunting.

However, investing at an early age is how you can help pave the way to a successful financial future.

The younger you start, the more the compounding effect of money over time works in your favor.

“Compound interest is the 8th wonder of the world. He who understands it, earns it; he who doesn’t, pays it.” – Albert Einstein

08/21/2026

Over the course of our career, we’ve gotten more questions about retirement than we can count.

All are good questions; some are unusual.

But some, we tend to get asked more often than others.

Over the next few months, we are going to share the answers to some of these most frequently asked questions.

This week, let’s start with the question: “Will my Social Security benefits be subject to income taxes?”

08/11/2026

As financial advisors, people often ask us: “How can I get the most out of my 401(k) before I retire?

There’s no one-size-fits-all answer to this question, but there are some basic best practices that everyone can follow.

Here are five simple suggestions to get you started.

08/05/2026

Creating a will has several benefits, such as minimizing estate taxes or making sure your children and pets are taken care of.

But make sure you avoid these 5 common mistakes!

1. Do not write it by hand. There are some states that will not recognize handwritten wills. You need a typed will signed by two witnesses.

2. Not knowing your state’s laws. Making sure you are aware of the laws that dictate validity, construction, and interpretation can help you best prepare your will and ensure your intentions and wishes are abided by.

3. Not making revisions. Having a will is great! Not revisiting it, and updating it is not. You need to make sure that if people come and go from your life, that is reflected in your will, as well as changes to your possessions.

4. Not creating a living will. A will covers you in case of death; a living will covers you in situations where you may not be able to advocate for yourself. You need to make sure all situations are accounted for.

5. Trying to DIY it. You may think you have covered all your assets, but did you account for insurance? Pensions? Bank accounts? What about tax laws? It’s best to seek professional guidance to make sure you are following rules and not forgetting anything.

08/03/2026

As we move into a new school year, many parents with high school students will start looking ahead to college…and how to pay for it.

One resource no parent or student should overlook is the “Free Application for Federal Student Aid,” aka FAFSA.

This is a form for prospective college students that determines their eligibility for financial aid.

By completing this form, students can potentially receive different types of financial assistance, from Pell Grants to student loans.

The FAFSA can be intimidating to fill out, and some students wrongly assume it doesn’t apply to them.

However, all students, regardless of background, grades, or financial situation, should take time to fill it out, as they may well qualify for significant aid to help pay for their higher education.

If you have a loved one who is preparing for college in the near future, please review the information below, and feel free to share it with them.

07/27/2026

When it comes to funding your child or grandchild’s education many people think a 529 plan is their only option.

However, you can also use a Roth IRA account to help pay for education expenses. So, which one will be your best option?

First, let’s define what both of these accounts are.

529 plans are tax-advantaged savings accounts designed specifically to help save for education expenses.

Roth IRA accounts are set up to make after-tax contributions for tax-free withdrawals during retirement.

Here are a few things to consider when thinking of which option may be best for you:

- 529 plans qualify for a state income tax deduction in over 30 states. Roth IRAs do not.

- 529 plans have an annual contribution limit of $19,000, or $38,000 for couples. (Anything above that requires filing a gift tax return.) Roth IRA’s have an annual contribution limit of $7,500, or $8,600 if you’re over 50.

- 529 plans allow third party contributions where Roth IRAs do not.

- Roth IRAs are not subject to 5-year gift tax averaging. 529 plans are subject to 5-year gift tax averaging with an $95,000 limit.

- Roth IRAs have a broad set of investment options for you to choose from. 529 plans also come with plenty of options but are still more limited by comparison.

- Roth IRAs can be used for essentially any expenses. 529 plans can only be used for qualifying education expenses.

Remember, both options have their advantages and disadvantages.

Maybe you should do a 529 plan, maybe you should do a Roth IRA, or maybe you need a mix of both.

If you want help determining which route you should go to cover educational expenses, give us a call. We’ll be happy to assist.

07/22/2026

🌍✈️ Tips for Studying Abroad! 📚🎓

Many students are curious about studying abroad when they enter college, or even as part of a foreign exchange program in high school.

If you have a child, grandchild, or other loved one who is considering this, here are a few things they should do first.

1. Get familiar with your new ‘home’ country beforehand: The sooner you get started the more you can prepare. Learn about the history, traditions, cultural norms and current events happening. That way you feel more comfortable when you arrive.

2. Apply for study abroad scholarships and financial aid: Studying abroad can be expensive! But applying can curb the financial burden. Some grants and scholarships can cover tuition, books, housing, or even flights.

3. Attend all pre-departure orientations: These may seem annoying, but these orientations are vital. Take in as much information as you can. You’ll also be able to meet others in your program.

4. Make a plan for your phone usage: Your phone probably isn’t ready to use overseas just yet. Be sure to check with your phone carrier to see if International calls and service are included in your plan or if you need to make modifications.

5. Familiarize yourself with transportation: Make sure you know the best ways to navigate your new neighborhood to make things a lot smoother for you.

6. Start learning the language before you go: Learning the language of the land will not only help you become immersed in the culture, but it will be beneficial for you to apply what you learn in class. Look for language apps, books, or even find a tutor to help.

7. Set up your post-study-abroad housing: This tip may seem premature, but life moves fast when abroad. Save yourself some stress by having a plan in place when you return. Some people sign an apartment lease or move back into dorms. Either way, make a plan.

8. Say YES to new adventures: You didn’t travel the world to stay cooped up in your room! This can make your study abroad experience immensely better.

07/16/2026

What are you doing to protect your identity?

If you’re like most Americans, the answer is probably, “not much.”

According to a survey by the Identity Theft Research Center, only 3% of adults chose to freeze their credit after receiving a data breach notice…even though freezing your credit is one of the best ways to prevent identity theft.

One possible reason for this is that credit freezes have traditionally cost money. But many don’t realize that you can freeze your credit for free!

To get the most protection, you should freeze your credit at all three major credit reporting agencies. Visit these websites to learn how:

TransUnion: transunion.com/credit-freeze
Experian: experian.com/freeze/center.html
Equifax: equifax.com/personal/credit-report-services/credit-freeze

A few things to know:

When you apply for a credit freeze, the agency will essentially lock, or freeze, your file so that it can’t be accessed.

That way, even if a lender requests your information, the agency will not release it until you “thaw” the freeze first.

Creditors cannot access your report which keeps them from approving any new credit account in your name, fraudulent or legitimate.

While a credit freeze is a valuable weapon in the fight against identity theft, it won’t protect you from everything. That’s why you should also check your credit report regularly. (You can still request a credit report even if your credit is frozen.)

Freezing your credit will not affect your credit score.

Please let us know if you have any questions, and be sure to visit the links listed above to learn more!

07/14/2026

Tuesday Trivia

Question: Why is it called a “Roth IRA”?

A) Roth stands for “Retirement Obligations, Taxes, and Holdings”
B) It was named after Senator William Roth
C) It comes from the Roth Investor Rights Act
D) It was named after the Rothschild banking family

Answer: B) It was established by Senator William Roth in 1997 as part of the Taxpayer Relief Act. A Roth IRA differs from a traditional IRA in that contributions are made with after-tax dollars. While that means you cannot take an immediate deduction, it also means you don’t have to make mandatory withdrawals in retirement (known as Required Minimum Distributions), and any withdrawals you do make are tax-free.

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

http://www.enrichpartners.com/

Alerts

Be the first to know and let us send you an email when EnRich Financial Partners LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.