by Enlighten 567 | Jun 12, 2024 | Financial Literacy, Retirement Planning, Taxes in Retirement
Uncle Sam wants your money. He has bills to pay, just like you. And he’s been waiting patiently for decades for you to hand over his share of your tax-deferred retirement dollars. He expects some folks to be stubborn about it, so he has an answer. It’s...
by Enlighten 567 | May 8, 2024 | Financial Literacy, Health Care, Retirement Planning, Taxes in Retirement
Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities. And despite being a widely used program, there are several misconceptions surrounding Medicare, one of the most pervasive being that it will...
by Enlighten 567 | May 1, 2024 | Financial Literacy, Retirement Planning, Taxes in Retirement
An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one’s life, which requires careful planning and foresight to ensure a comfortable and stress-free transition. One effective way to plan for...
by Enlighten 567 | Mar 20, 2024 | Financial Literacy
Money conversations within families are crucial for financial well-being and harmony. Research suggests that over 60% of Americans do not regularly talk about money, which can hinder wealth-building opportunities (1). Let’s explore these five essential...
by Enlighten 567 | Mar 6, 2024 | Financial Literacy, Retirement Planning
Inflation, the silent force shaping our economic landscape, often creeps into our lives unnoticed until its effects become palpable. Its impact on retirement planning, in particular, underscores its double-edged nature. As the U.S. Bureau of Labor Statistics recently...
by Enlighten 567 | Feb 28, 2024 | Financial Literacy, Taxes in Retirement
As tax season approaches, it’s time to get organized and stay on top of your financial game. Feeling confident about your taxes can make all the difference. Check out this to-do list and start your filing with ease and confidence! Gather Forms SSA-1099 for...
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