by Enlighten 567 | May 8, 2024 | Financial Literacy, Health Care, Retirement Planning, Taxes in Retirement
Medicare is a federal health insurance program for individuals aged 65 or older and certain younger people with disabilities. And despite being a widely used program, there are several misconceptions surrounding Medicare, one of the most pervasive being that it will...
by Enlighten 567 | May 1, 2024 | Financial Literacy, Retirement Planning, Taxes in Retirement
An investment approach that can help you secure a comfortable retirement Retirement is a significant milestone in one’s life, which requires careful planning and foresight to ensure a comfortable and stress-free transition. One effective way to plan for...
by Enlighten 567 | Feb 28, 2024 | Financial Literacy, Taxes in Retirement
As tax season approaches, it’s time to get organized and stay on top of your financial game. Feeling confident about your taxes can make all the difference. Check out this to-do list and start your filing with ease and confidence! Gather Forms SSA-1099 for...
by Enlighten 567 | Dec 13, 2023 | Retirement Planning, Taxes in Retirement
Annuities are a financial instrument that can play a significant role in your retirement planning. They offer the promise of a steady stream of income during your post-work years, but it’s important to remember that they come with no guarantees of performance,...
by Enlighten 567 | Nov 6, 2023 | Taxes in Retirement
Imagine your dream retirement: Waking up each day to relish the activities you love most, whether it’s nurturing a healthy lifestyle, cherishing moments with your grandchildren, exploring the world with your partner, or pursuing your passions. All this is...
by Enlighten 567 | Nov 1, 2023 | 401k, Retirement Planning, Taxes in Retirement
Americans are living longer, and this may mean enjoying retirement for a longer period of time than ever before. Consequently, retirement assets must last longer and accommodate increases in the cost of living. Only through proper planning and follow-through can you...
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