by Enlighten 567 | Sep 26, 2024 | 401k, Estate Planning, Finance, Financial Literacy, Retirement Planning, Social Security, Taxes in Retirement
Planning for unexpected events is a normal part of life. But when you get to retirement, market conditions can have a lasting impact on the long-term value of your nest egg. That’s why it’s important to prepare for what you can’t control by securing...
by Enlighten 567 | Sep 26, 2024 | Finance, Financial Literacy, Retirement Planning
According to a survey from 2023, only 8% of millionaires would characterize themselves as wealthy these days (1). This surprising statistic suggests that financial security is about more than just the amount of money you have in the bank. One factor that could be...
by Enlighten 567 | Aug 15, 2024 | Finance, Financial Literacy, Retirement Planning
Did you know that a recent study by Payroll.org found that 78% of Americans live paycheck to paycheck? (1) Feeling financially secure can seem like a distant dream, especially with the ever-changing economic landscape. But what if you could not only survive but thrive...
by Enlighten 567 | Aug 7, 2024 | Finance, Financial Literacy, Retirement Planning
The 2024 Summer Olympics are being held for the third time in the beautiful city of Paris! This marks a century since the City of Lights last hosted the games in 1924. This event ignites a passion for peak performance. But are you as dedicated to achieving financial...
by Enlighten 567 | Jun 19, 2024 | Retirement Planning
Retirement planning is a complex but crucial process. Did you know, according to a recent study by the Employee Benefit Research Institute, nearly half of all retirees rely on Social Security as their primary source of income? While Social Security is a valuable...
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...
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