by Enlighten 567 | Oct 25, 2023 | Estate Planning, Retirement Planning
In 2018, the world mourned the loss of the legendary singer Aretha Franklin to pancreatic cancer. What no one expected was the ensuing estate battle that erupted among her family members. With just a handwritten will tucked away in a notebook at her Michigan home, the...
by Enlighten 567 | Oct 25, 2023 | Estate Planning, Financial Literacy, Retirement Planning, Social Security, Taxes in Retirement
As the leaves change color and the chill of autumn descends upon us, the season of Halloween is upon us. It’s the time for costumes, candy, and things that go bump in the night. But what if I told you that for some, the specter of retirement can be just as...
by Enlighten 567 | Oct 16, 2023 | 401k, Financial Literacy, Retirement Planning, Uncategorized
Empowering self-employed individuals for retirement success The Solo 401(k), also known as the Individual 401(k) or Self-Employed 401(k), is a retirement savings plan designed specifically for self-employed individuals, freelancers, and small business owners. This...
by Enlighten 567 | Oct 16, 2023 | Estate Planning, Financial Literacy, Retirement Planning
Families inherit money and sometimes make the right moves in investing and spending. Inheritances can also ignite disruption, divorce, and a host of bad behavior – far from the hopes and plans of the benefactor. What happens when you leave what’s probably one of your...
by Enlighten 567 | Oct 16, 2023 | Estate Planning, Finance, Retirement Planning, Uncategorized
The countdown to the sunset of the 2017 Tax Cuts and Jobs Act has started As 2026 approaches, the financial and legal communities are abuzz with discussions about the imminent sunset of the 2017 Tax Cuts and Jobs Act. For many, this translates to pressing changes...
Recent Comments