by Enlighten 567 | Sep 26, 2024 | 401k, Estate Planning, Finance, Financial Literacy, Retirement Planning, Social Security, Taxes in Retirement
Planning for unexpected events is a normal part of life. But when you get to retirement, market conditions can have a lasting impact on the long-term value of your nest egg. That’s why it’s important to prepare for what you can’t control by securing...
by Enlighten 567 | Sep 26, 2024 | Finance, Financial Literacy, Retirement Planning
According to a survey from 2023, only 8% of millionaires would characterize themselves as wealthy these days (1). This surprising statistic suggests that financial security is about more than just the amount of money you have in the bank. One factor that could be...
by Enlighten 567 | Apr 24, 2024 | Retirement Planning
The ability to enjoy our golden years is the same as the ability to be happy People say things like, “When I retire, I am going to be happy,” or “When I don’t have to work anymore, I will be happy.” The truth is, if you don’t think you can be happy until you retire,...
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 | Oct 31, 2023 | 401k, Finance, Retirement Planning, Taxes in Retirement
Whether you are just starting your career, in your peak earning years, or enjoying retirement, your insurance protection needs may change over time. Life cycle planning helps identify insurance needs that are common to particular stages of life. This can help...
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