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 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...
by Enlighten 567 | Nov 20, 2023 | Estate Planning, Financial Literacy, Retirement Planning
As families gather for the holiday season, it’s the perfect time to embrace an often-avoided topic: family finances and generational wealth. According to a survey conducted by Fifth Third Bank, nearly Two-thirds of Americans who have at least $3 million in investable...
by Enlighten 567 | Nov 13, 2023 | Estate Planning, Financial Literacy, Retirement Planning
Estate planning is a crucial aspect of financial preparation that often requires careful consideration, especially when inheriting a family home. In a Mansion Global article, titled “The New Math on Inheriting Your Parents’ House,” the intricacies of...
by Enlighten 567 | Oct 30, 2023 | 401k, Finance, Retirement Planning, Taxes in Retirement
Many couples may find themselves confronted with a dilemma as retirement nears. If you plan to receive your pension payout monthly (rather than in a lump sum), you must decide whether you want to receive a higher payment during your lifetime (the life option) or a...
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