by Enlighten 567 | Jan 31, 2024 | Estate Planning, Retirement Planning
More retirees planning their legacy are considering Roth Individual Retirement Accounts (Roth IRA) conversions as part of their strategy. A Roth IRA conversion involves moving assets from other retirement plans into a Roth IRA, allowing earnings to grow tax-free and...
by Enlighten 567 | Jan 26, 2024 | Estate Planning
Generational wealth is the idea of building wealth that can last for several generations, allowing you to create a legacy for your family and provide financial security for future generations. One of the most effective ways to build this type of wealth can be through...
by Enlighten 567 | Dec 11, 2023 | Estate Planning
“What makes greatness is starting something that lives after you.” — Ralph W. Sockman You’ve worked your whole life to grow your career, build a home for your family, put kids through college, and save for a fulfilling retirement. You look back and you...
by Enlighten 567 | Nov 27, 2023 | Estate Planning
A whopping 70% of American households have pets¹, and ensuring they are taken care of is generally a top priority. Do you know what would happen to your pets if you passed away? Creating a plan for their care as part of your estate planning can give you important...
by Enlighten 567 | Nov 20, 2023 | Estate Planning, Financial Literacy, Retirement Planning
As families gather for the holiday season, it’s the perfect time to embrace an often-avoided topic: family finances and generational wealth. According to a survey conducted by Fifth Third Bank, nearly Two-thirds of Americans who have at least $3 million in investable...
by Enlighten 567 | Nov 13, 2023 | Estate Planning, Financial Literacy, Retirement Planning
Estate planning is a crucial aspect of financial preparation that often requires careful consideration, especially when inheriting a family home. In a Mansion Global article, titled “The New Math on Inheriting Your Parents’ House,” the intricacies of...
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