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 | 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...
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