by Enlighten 567 | Jun 19, 2024 | Retirement Planning
Retirement planning is a complex but crucial process. Did you know, according to a recent study by the Employee Benefit Research Institute, nearly half of all retirees rely on Social Security as their primary source of income? While Social Security is a valuable...
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 | Apr 17, 2024 | 401k, Retirement Planning
New IRS limits aim to encourage adequate planning and boost participation The prospect of retirement is a time that many look forward to, envisioning a period of relaxation and enjoyment after years of hard work. However, a recent report from the Congressional...
by Enlighten 567 | Apr 3, 2024 | Retirement Planning, Social Security
Five steps to prepare you for a reduction in social security benefits According to the Social Security Administration, trust funds that supply the program might run out of money as early as 2035. That’s in 15 years. This situation brings a lot of uncertainty to...
by Enlighten 567 | Mar 27, 2024 | Retirement Planning
An annuity is a financial product that provides a guaranteed income stream for a set period, typically for the life of the annuitant. Annuities have traditionally been sold to individuals as a way to provide a source of income in retirement, but in recent years, there...
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