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...
by Enlighten 567 | Feb 21, 2024 | Financial Literacy
In the world of investing, the eternal debate between growth and value continues to captivate the minds of investors. As we navigate through 2024, the question looms large: Will growth once again reign supreme over value, especially in the backdrop of the widely...
by Enlighten 567 | Feb 14, 2024 | Financial Literacy, Retirement Planning
Navigating the complex realm of taxation isn’t always straightforward, but there are subtle cues and valuable insights that can shed light on whether you’re paying more in taxes than necessary. In a recent in-depth article from Investopedia, the issue of...
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