by Enlighten 567 | Mar 20, 2024 | Financial Literacy
Money conversations within families are crucial for financial well-being and harmony. Research suggests that over 60% of Americans do not regularly talk about money, which can hinder wealth-building opportunities (1). Let’s explore these five essential...
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 26, 2024 | Estate Planning
Generational wealth is the idea of building wealth that can last for several generations, allowing you to create a legacy for your family and provide financial security for future generations. One of the most effective ways to build this type of wealth can be through...
by Enlighten 567 | Dec 11, 2023 | Estate Planning
“What makes greatness is starting something that lives after you.” — Ralph W. Sockman You’ve worked your whole life to grow your career, build a home for your family, put kids through college, and save for a fulfilling retirement. You look back and you...
by Enlighten 567 | Nov 27, 2023 | Estate Planning
A whopping 70% of American households have pets¹, and ensuring they are taken care of is generally a top priority. Do you know what would happen to your pets if you passed away? Creating a plan for their care as part of your estate planning can give you important...
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