by Enlighten 567 | Sep 26, 2024 | 401k, Estate Planning, Finance, Financial Literacy, Retirement Planning, Social Security, Taxes in Retirement
Planning for unexpected events is a normal part of life. But when you get to retirement, market conditions can have a lasting impact on the long-term value of your nest egg. That’s why it’s important to prepare for what you can’t control by securing...
by Enlighten 567 | Apr 17, 2024 | 401k, Retirement Planning
New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...
by Enlighten 567 | Dec 18, 2023 | 401k, Finance, Financial Literacy, Retirement Planning
Download your very own checklist here! The best time to solve any problem is early – and that applies to your money management, too. Regular maintenance can help you spot concerns before they blossom into bigger problems. Have you taken the time to audit your...
by Enlighten 567 | Dec 4, 2023 | 401k, Finance, Financial Literacy, Retirement Planning
The Internal Revenue Service has elevated the thresholds for its seven tax brackets by 5.4% in 2024. This adjustment implies that a single person can now earn up to $609,350 before facing taxation at the highest rate of 37 percent. Understanding and leveraging these...
by Enlighten 567 | Nov 1, 2023 | 401k, Retirement Planning, Taxes in Retirement
Americans are living longer, and this may mean enjoying retirement for a longer period of time than ever before. Consequently, retirement assets must last longer and accommodate increases in the cost of living. Only through proper planning and follow-through can you...
by Enlighten 567 | Oct 31, 2023 | 401k, Finance, Retirement Planning, Taxes in Retirement
Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may change over time. Life cycle planning helps identify insurance needs that are common to particular stages of life. This can help...
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