by Enlighten 567 | Oct 25, 2023 | Estate Planning, Financial Literacy, Retirement Planning, Social Security, Taxes in Retirement
As the leaves change color and the chill of autumn descends upon us, the season of Halloween is upon us. It’s the time for costumes, candy, and things that go bump in the night. But what if I told you that for some, the specter of retirement can be just as...
by Enlighten 567 | Oct 16, 2023 | 401k, Financial Literacy, Retirement Planning, Uncategorized
Empowering self-employed individuals for retirement success The Solo 401(k), also known as the Individual 401(k) or Self-Employed 401(k), is a retirement savings plan designed specifically for self-employed individuals, freelancers, and small business owners. This...
by Enlighten 567 | Oct 16, 2023 | Estate Planning, Financial Literacy, Retirement Planning
Families inherit money and sometimes make the right moves in investing and spending. Inheritances can also ignite disruption, divorce, and a host of bad behavior – far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your...
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 22, 2023 | Finance, Financial Literacy, Retirement Planning
Earnings season is a period that generates tremendous attention on Wall Street and captivates the media. During this time, companies release their financial results, often accompanied by elaborate presentations and analyses. While earnings reports provide critical...
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