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...
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...
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