Enlightened Financial Planning

04/09/2026

03/01/2023

https://www.morningstar.com/articles/1140581/how-to-balance-social-securitys-books?utm_medium=referral&utm_campaign=linkshare&utm_source=link

There may not yet be a will, but there are ways.

11/08/2022

How Tax Planning Changes Through Four Stages of Retirement

Do you know how tax planning changes through different stages of retirement?

In retirement, your tax rate may vary widely over the years based on the timing and order in which you use different sources of money to pay for expenses. It is important to apply the tax code in an organized and efficient way.

Sign up now for my complimentary webinar, How Tax Planning Changes Through the Four Stages of Retirement, on Thursday November 10th at 11, to learn how to create a retirement tax strategy.

You will learn:
• The critical tax questions to answer before retirement
• The surprises that often make retirement more expensive
• The four stages of retirement and important tax actions in each stage, including tricky IRA challenges
• Mistakes to avoid when it comes to investments, health care, and estate planning
• And much more

Taxes In Retirement 567

11/05/2022

Stocks posted big gains in October as “old economy” names reported solid earnings while mega-cap techs struggled.

The Dow Jones Industrial Average led, gaining 13.95 percent. The Standard & Poor’s 500 Index tacked on 7.99 percent, while the Nasdaq Composite added 3.90 percent.1

11/04/2022

Is there a role for both active and passive investments in your portfolio?

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

11/02/2022

Ask yourself hard questions: Do I know enough about estate management? Will my family be ready?

Is your estate in order? This short quiz may help you assess your overall strategy.

10/31/2022

Have you considered how long-term-care costs could affect your retirement budget? Find out more.

Determine your potential long-term care needs and how long your current assets might last.

10/26/2022

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

10/24/2022

The CPI has shown low inflation since '09. Are your prices rising faster than the average?

It's important to understand how inflation is reported and how it can affect investments.

10/21/2022

You’re the conductor of your 401k, IRA and taxable savings.

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

10/17/2022

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.