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Enlightened Wealth Services, LLC                      Emily S. Harris

7780 South Fenton Street                                     303-842-9635

Littleton, CO 80128                               Emily@EnlightenedWealth108.com

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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Helpful Content

3 Estate Challenges for Blended Families

3 Estate Challenges for Blended Families

This article will help your clients with blended families think and prepare their estate strategy.

Countering Counterfeit Currency

Countering Counterfeit Currency

Combating counterfeiting remains core to preserving the integrity of the nation’s money.

Budget Check Up: Tax Time Is the Right Time

Budget Check Up: Tax Time Is the Right Time

Tax preparation may be the perfect time to give the household budget a check-up.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

Understanding Extended Care

Understanding the types of extended care services—and what those services could cost—may be critical.

Women and Wealth: A Pivot Towards Retirement

Tips and strategies for women approaching retirement to ensure a smooth transition.

Making a Charitable Contribution

There are benefits and limitations when you decide to donate stock.

Managing the Risk of Outliving Your Money

Steps to help you sustain and grow your retirement savings.

An Overview of Renter’s Insurance

Don’t overlook the need for renter’s insurance if you rent your home.

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Social Security Tax Estimator

Estimate how much of your Social Security benefit may be subject to federal income tax.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

College Savings

See how much you may need to save now to cover future college costs for your child.

Federal Capital Gains Tax Estimator

Estimate your potential federal capital gains tax liability on the sale of an asset.

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Timing Your Retirement

This short video illustrates the importance of understanding sequence of returns risk.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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