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 | Oct 16, 2023 | Estate Planning, Finance, Retirement Planning, Uncategorized
The countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act. For many, this translates to pressing changes...
by Enlighten 567 | Oct 16, 2023 | Estate Planning, Retirement Planning, Uncategorized
In the realm of estate planning, the ripple effects of our oversights often linger long after we’re gone, impacting the lives of those we leave behind. It’s the uniqueness of this area of planning that makes it paramount to get things right. Yet, many often trip...
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 29, 2023 | 401k, Finance, Retirement Planning
You hear it all the time: you should make sure your retirement savings at least keep pace with inflation. But what is inflation and how does it really affect your retirement savings? Let’s explore. In simple terms, inflation is defined as an increase in the general...
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