by Enlighten 567 | Feb 8, 2024 | Retirement Planning
For many people, retirement is the ideal time to explore the world. With no time card to punch, you can travel where you want for as long as you want — and as long as your budget allows. Best of all, you may be able to skip the crowds and score some impressive deals...
by Enlighten 567 | Jan 31, 2024 | Estate Planning, Retirement Planning
More retirees planning their legacy are considering Roth Individual Retirement Accounts (Roth IRA) conversions as part of their strategy. A Roth IRA conversion involves moving assets from other retirement plans into a Roth IRA, allowing earnings to grow tax-free and...
by Enlighten 567 | Jan 29, 2024 | Retirement Planning
In 2022, 529 plans saw a decline in overall investments, reaching $411 billion (1). Research suggests investors may question its value due to uncertainties about their children receiving scholarships or opting not to pursue college. Up until now, the funds had to be...
by Enlighten 567 | Jan 22, 2024 | Financial Literacy, Retirement Planning
Financial planning is a critical element for the success of any private business owner. It provides a roadmap for achieving both short-term and long-term goals and ensures the financial health of the business. However, small business owners often wear multiple hats...
by Enlighten 567 | Jan 4, 2024 | Retirement Planning
As you begin to anticipate 2023 year-end statements, it will be tempting to focus on how well the markets performed. But especially because of this year’s solid market performance, it would be a safe bet that many investors need to consider rebalancing because they...
by Enlighten 567 | Dec 27, 2023 | Finance, Retirement Planning
The current economic landscape, with its rising living costs and lingering student debt, has shifted employees’ financial stress points. Recent studies, including Buck’s “Retirement Readiness 2023” report, illuminate a stark reality: the...
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