by Enlighten 567 | Oct 16, 2023 | Estate Planning, Finance, Retirement Planning, Uncategorized
The countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act. For many, this translates to pressing changes...
by Enlighten 567 | Sep 27, 2023 | Finance
A 5-step plan to liberate yourself from burdensome credit card debt Do you know just how massive the amount of one trillion dollars truly is? Well, consider this: Time in Seconds: If you counted from one to one trillion at a rate of one number per second, it would...
by Enlighten 567 | Sep 27, 2023 | 401k, Finance, Financial Literacy, Retirement Planning
When working with clients to develop their financial plans, integrating 401(k) accounts into an overall retirement strategy is an important part of the process. For most people, their 401(k) represents their largest source of funds set aside for retirement. Whether...
by Enlighten 567 | Aug 29, 2023 | 401k, Estate Planning, Finance, Financial Literacy, Health Care, Retirement Planning, Social Security, Taxes in Retirement
Asking for Help: A Sign of Strength, Not Weakness Sometimes, it’s difficult to admit that we need assistance. We often believe that we should handle things independently, whether it’s addressing a persistent injury, fixing a leaky faucet, changing the oil...
by Enlighten 567 | Aug 29, 2023 | 401k, Finance, Retirement Planning
You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. In simple terms, inflation is defined as an increase in the general...
by Enlighten 567 | Aug 29, 2023 | 401k, Finance, Retirement Planning
Don’t just set it and forget it – tips for looking after your retirement money Lots of investors never bother to check on their 401(k) regularly. But you should keep a constant eye on your funds’ risk level, whether your asset allocation is out of whack and if your...
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