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...
by Enlighten 567 | Aug 22, 2023 | Finance, Financial Literacy, Retirement Planning
The Dow Jones Industrial Average (DJIA) is an index of 30 very-large, blue-chip U.S. companies. The most recent all-time high (as of early August 2023) was on January 4, 2022, when it closed at 36,799.65 (1). But since late July 2023, market-watchers are anxiously...
by Enlighten 567 | Aug 22, 2023 | Finance, Financial Literacy, Retirement Planning
We’ve all heard about Warren Buffett, the 92-year-old multibillionaire known for his friendly demeanor, modest style of living in Omaha, and remarkable ability to create wealth. How does he make so much money? How does Warren and his long-time associate, Charlie...
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