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 | Dec 4, 2023 | 401k, Finance, Financial Literacy, Retirement Planning
The Internal Revenue Service has elevated the thresholds for its seven tax brackets by 5.4% in 2024. This adjustment implies that a single person can now earn up to $609,350 before facing taxation at the highest rate of 37 percent. Understanding and leveraging these...
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 | Nov 6, 2023 | Taxes in Retirement
Imagine your dream retirement: Waking up each day to relish the activities you love most, whether it’s nurturing a healthy lifestyle, cherishing moments with your grandchildren, exploring the world with your partner, or pursuing your passions. All this is...
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