Financial Intel Monthly

The Importance of Having a Cash Reserve

Market Week: April 6, 2020

Budgeting

Bankruptcy and Student Loans

Quarterly Market Review: January-March 2020

Repaying Student Loans

My Business and your accounts are safe during Coronavirus

CARES Act Provides Relief to Individuals and Businesses

How the Coronavirus stimulus bill affects you!

Borrowing Options: Benefits and Dangers of Borrowing

Debt Management

What the CARES Act means for retirees

CARES Act loans protect your small business amid Coronavirus

Coping with Market Volatility: Avoid Rash Decisions

Establishing a Credit History

Lesser Known Provisions of the SECURE Act

I Need Money: Can I Take Funds from my IRA?

Market Week: March 30, 2020

What is Vesting?

How Can I Reduce My Spending?

I Can't Pay My Bills. Should I Declare Bankruptcy?

Due Date for Federal Income Tax Returns and Payments Postponed to July 15

Financial Survival After a Job Loss

Health Insurance During Transition Periods

Options When You Can't Meet Your Financial Obligations Part 2

Federal Student Loan Borrowers Get Some Relief Due to COVID-19

90-Day Tax Deadline Delay

Bear Markets Come and Go

Market Week: March 23, 2020

Money Issues that Concern Married Couples

Setting Up a Support Network When You're Unemployed

Business continuity for COVID-19

6 Steps To Take In This Volatile Environment

Documents You and Your Family Should Have Prepared When Dealing with Coronavirus

Starting a New Career

Unemployment Compensation

Save your money and your sanity. Use the soap!

Stay safe from Coronavirus!

COBRA Coverage: Health Care During Transitional Periods

Stay the Course

Coronavirus Office Preventative Measures

Dealing with Market Volatility

Changing Jobs? Know Your 401(k) Options

Coping with the Emotional Impact of Losing Your Job

The News Never Seems to Stop

Best Ways to Keep Your Cool When the Market is in Flux

Surviving Financially When You're Unemployed

Market Week: March 16, 2020

Market Matters: COVID-19, Fed Cuts Rates

Conference Call for Verizon Employees

Conference Call for Northrop Grumman Employees

Stay the Course to Your Financial Destination

Best Practices when Dealing with Market Volatility

Considering a New Employment Opportunity

Options When You Can't Meet Your Financial Obligations

Resilient Markets Bounce Back

Grappling with the Coronavirus

Markets Have Survived Viral Outbreaks Before

Coronavirus Taking it's Toll on the World Economy

Dealing with Periods of Crisis

Coping with Unemployment

Handling Market Volatility with Confidence

Coronavirus Concerns? Consider Past Health Crises

Choosing and Evaluating Financial Professionals

Emotion Out of the Market

Tips to Weather Market Volatility

Are you prepared for a market correction?

Market Week: March 9, 2020

Surviving the Underwriting Process for Disability Income Insurance

Limit loss, Stay Invested

Noncancelable and Guaranteed Renewable Policies

Understanding Long-Term Care Riders and Options

What the Lessons of Time Can Teach Us

Staying Invested

Resilient Markets Bounce Back

Active or passive or both?

Where should you put your money? It depends.

Market Matters: COVID-19 and the long-term outlook

Listen to Phil Blancato on the Market and Coronavirus

Should You Buy Long-Term Care Insurance?

Long-Term Care Insurance: How Does It Work?

Inflation & Your Money

The SECURE Act and How it May Impact You

Five Things to Watch Out for When Buying Long-Term Care Insurance

Comparing Long-Term Care Insurance Policies

Success in reaching goals begins when you set them

Casualty of Online Fraud?

What Types of Health Coverage Are Available?

Understanding Managed Care

5 Benefits of Working in Retirement

Prescription Plans

5 Things That Seasoned Travelers Are Doing (That You're Not)

Market Week: March 2, 2020

Upcoming Merck Workshops

A Decision Not Made Is Still a Decision

A Look at Diversification

Rising Rates: Strategies for Managing Bond Risks

Handling Market Volatility

A Primer on Dividends

A Taxing Story: Capital Gains and Losses

All Muni Bonds Are Not Created Equal

Assess Life Insurance Needs

Asset Allocation

Best-Performing Asset Classes

Eleven Ways to Help Yourself Stay Sane in a Crazy Market

Credit Traps for the Unwary

The Coronavirus and the Global Economy

Buying Auto Insurance for Teen Drivers

Critical Estate Documents

Individual Health Insurance

Health-Care Reform: How Does It Affect You?

Upcoming Kaiser Permanente Workshops

San Ramon Lunch Workshop

Debt Stress

Filing Final Tax Returns for the Deceased

Health Insurance Made Simple

Health Insurance for College Students

Group Health Insurance

Getting Health Insurance When You're Hard to Insure

Dental Insurance

Understanding Annuity Expenses

What Chevron Employees NEED To Know About NUA!

Last-Survivor Life Insurance

Guaranteed Annuity Contacts

Upcoming Oil/Energy Employee Workshops

Funding an Annuity: What Are the Options

Fixed vs. Variable Annuities

Q&A Conference Call

Fixed Annuity Contracts

Annuities: Traps for the Unwary

Maximizing Your Insurance Benefits

Variable Universal Life Insurance

Market Week: February 10, 2020

Understanding Insurance Company Illustrations

Surrendering Your Life Insurance Policy

Shopping for Life Insurance

Making Policy Loans and Withdrawals

Long-Term vs. Short-Term Disability Income Insurance

Group Disability Insurance

Life Insurance: The Application Process

Life Insurance for Children

Conference Call for Oil & Energy Industry Employees

El Segundo Lunch Seminar

Pappasito's Lunch Workshop *AT&T Employees

How Can I Upgrade My Insurance: Tax-Free?

Market Week: February 10, 2020

AT&T Upcoming Local Seminars

Claiming Life Insurance Benefits

The Ins and Outs of Policy Ownership

Beyond the Basics: Disability Income Insurance Riders

Year-End Tax Planning

Reading and Understanding Your Life Insurance Policy

Why Buy Insurance?

Insurance Contract Basics

Finding and Using Insurance Company Rating Information

Market Week: February 3, 2020

Market Month: January 2020

CAT Upcoming Local Seminars

Uninsured/Underinsured Motorist Coverage

State-by-State Minimum Coverage Requirements

Caterpillar Workshop

Understanding Personal Tax Credits

Tax Tips: Homeowners Insurance

Houston Lunch Workshop

Midland Dinner Workshop *Chevron Employees

When Your Child Has Special Needs

U.S. Savings Bonds: A U.S. Tradition

Preparing for Parenthood

Designating a Beneficiary for Life Insurance

Market Week: January 27, 2020

Long-Term Investment Truths

The ABCs of 529 Plans

The benefits of Tax-Advantaged Savings Vehicle

Planning a Family? Get to Know Your Health Insurance Policy

Tax & Financial Concerns for Same-Sex Marriages

Renters Insurance

If you’re 40 or 50 and haven’t begun, you must make the effort

Opening a 529 Account

Yes, Young Growing Families Can Save & Invest

Oil/Energy Retirement Dinner Workshop

Making the Most of Your Group Health Benefits

72(t) Distributions

Insurance Concerns of Divorcing Couples

In-Service Withdrawals from 401(k) Plans

Making Changes to Your 529 Account

New Mexico Workshops: Hobbs and Carlsbad

Living with Your Parents: Should You Stay or Should You Go?

Kaiser Permanente Lunch Workshop

Financial Tips for Unmarried Couples

Market Week: January 13th, 2020

The Unknown Tax Saving Strategy

Common Annuity Riders.

College Net Price Calculators | Video

Estate Planning and 529 Plans

Exchange-Traded Funds: Do They Belong in Your Portfolio?

Six Tips to Ease Your Transition from the Military | Video

Client Appreciation Dinner (ExxonMobil Employees)

Policy Options

No-Fault Insurance

Retirement Plans and Estate Planning

Wage Growth Watch for a Tipping Point | Video

Facing the Possibility of Incapacity

Stocks and Stock Mutual Funds 101 | Video

Choosing a 529 Savings Plan

Cash Flow Management

Is the Tech Sector Dominating Your Portfolio? | Video

Annual Market Review 2019

Choosing Your State of Domicile

Taking a Closer Look at Target Date Funds | Video

Woodlands Dinner Workshop

Mold: Are You Covered?

The Pros and Cons of a Big Tax | Video

Bonds and Bond Mutual Funds | Video

Q&A Conference Call for AT&T Employees

The Rule of 72: How Long will it take to Double Your Money? | Video

Digital Deception Current Trends in Cybercrime | Video

Tax-Deferred Annuities: Are They Right for You?

Medicare

Social Security Retirement Benefits

Health Insurance in Retirement

Choosing a Beneficiary for Your IRA or 401(k)

Understanding Your Business Owners Policy

Types of Life Insurance Policies

Buying Supplemental Health Insurance: Medigap

Estate Planning: An Introduction

529 Plans vs. Coverdell Education Savings Accounts

The Advantages of HSAs

Market Week: December 30, 2019

Automating the American Workforce | Video

Health Insurance and Divorce

Medical Payments Coverage

The 3 Phases of Business Continuation Planning | Video

Rising Interest Rates

Tax Tips: Health Insurance

The Basic of Social Security Retirement Benefits | Video

The Sequester Looms

Understanding Mutual Fund Share Classes

Client Appreciation Dinner

El Segundo Lunch Workshop

A Savings Carol | Video

Hope Credit

Do Your Parents Need Long-Term Care Insurance

The Economic Impact Of The 2017 Hurricanes | Video

Women and Retirement Planning

Liability Coverage under Your Personal Auto Insurance Policy

Tax Reform: Changes for Individuals | Video

U.S. Stock, Commodity, and Option Exchanges

Qualifying for the Home Office Deduction

Going Public: Investing in IPOs | Video

Signs of Elder Abuse

Do You Need Disability Income Insurance?

3 Potential Benefits of Dollar-Cost Averaging | Video

Monte Carlo Analysis

When You Apply for Insurance, Your Credit History Counts

Spotlight on Student Debt | Video

Unit Investment Trusts

Market Week: December 16, 2019

Trade Tariffs | Video

Is America Prepared to Retire?

Windstorms, Hurricanes, and Tornadoes: Are You Covered?

Strategies For Coping With Market Volatility | Video

Critical Illness Insurance

529 Savings Plans vs. Prepaid Tuition Plans

Client Appreciation Dinner!

Shopping for Auto Insurance

How To Be A Better Investor | Video

Tax Planning

Group Health Insurance: A Valued Employee Benefit

529 Plans: The Ins and Outs of Contributions and Withdrawals

Planning Ahead for Life Insurance Proceeds

Retirement Savings Challenges for Women | Video

Market Week: December 9, 2019

Mutual Funds: Building Blocks for a Retirement Portfolio

Personal Deduction Planning

4 Key Estate Planning Documents Everyone Should Consider | Video

Caterpillar Lunch Workshop!

Understanding Probate

The Tax Benefits of Retirement Plan Participation | Video

Tax Planning for Income

Are Soaring Health-Care Costs Hurting The U.S. Economy? | Video

Lawsuits: What Every Driver Needs to Know

Rising Rates: The Fed Takes Next Step Toward Normal | Video

Debt Consolidation

Funding a Business

The 1% Difference Part 2: Striving for Higher Returns | Video

How Safe Is That New Car?

Market Month: November 2019

The 1% Difference Part 1: Increasing Your Retirement Plan Contributions | Video

Market Week: December 2, 2019

Benefit Plans for Small Businesses

Federal Income Tax Basics | Video

529 Plans vs. Other College Savings Options

How Much Homeowners Insurance Coverage Should You Have?

IRS List of Possible Tax Scams to Watch Out For | Video

Variable Life Insurance

Health Insurance and COBRA: Sometimes You Can Take It with You

Should You Sell When the Market Drops? | Video

Choosing an Entity for Your Business

Understanding Your Business Owners Policy

Inflation: The Sneaky Thief | Video

Selling a Home

529 Plans vs. Coverdell Education Savings Accounts

How Pre-Tax Contributions Affect Your Paycheck | Video

How Much Auto Insurance Coverage Do You Need?

Market Week: November 25, 2019

GAP Insurance

Tax Reform: Changes for Businesses | Video

Tax Tips: Homeowners Insurance

Flood Insurance

Leaving Your Employer Don't Forget Your Retirement Savings Plan | Video

How Much Life Insurance Do You Need?

AT&T Lunch Workshop!

Disability Income Insurance for Business Owners

AT&T Lunch Workshop!

The Market's Wild Ride | Video

Refinancing Your Mortgage

AT&T Conference Call!

529 Lesson Plan: High Scores for 529 Plans

How Can I Extend My Liability Coverage?

Low Volatility Calm Before the Storm | Video

Filling an Auto Insurance Claim

Market Week: November 18, 2019

AT&T Conference Call!

Tax Planning Tips: Disability Insurance

Universal Life Insurance

Client Appreciation Dinner!

Client Appreciation Dinner!

Kaiser Permanente Lunch Workshop!

Lunch Workshop!

Filing a Homeowners Insurance Claim

Three Factors to Consider When Investing for Retirement | Video

Choosing a Beneficiary for Your IRA or 401(k)

Don't Bank Your Retirement on Your Business

Social Security: When Should You Start Receiving Retirement Benefits | Video

Insuring a New Home During Construction

Funding a Buy-Sell Agreement with Life Insurance

Why Participate in Your Employer's Retirement Savings Plan | Video

Understanding IRAs

Can You Avoid a Layoff?

Full Employment: What Happens Now? | Video

Market Week: November 11, 2019

The College Application Process

401k Fee Disclosure | Video

Insuring a Condo or Co-Op

Tapping the Equity in Your Home

Are Your Investment Decisions Influenced By Emotions? | Video

Manufacturing Slowdown: What Does It Mean for the Economy?

Trust Basics

U.S. Economy Caps Off Decade of Growth | Video

What Employers Need to Know about Workers' Compensation Insurance

The Sandwich Generation: Caught in the Middle | Video

Retirement Income Investing: Beyond Annuities

Umbrella Liability Insurance

Market Week: November 4, 2019

Market Month: October 2019

It Isn’t Too Late to Save for Retirement

The Habit | Video

Earthquake Insurance

Dealing with the Damage: The Auto Repair Process

Life Insurance: Do You Need It?

Professional Liability Coverage

Coping with Medical Bills

Offering Group Disability Insurance

Helping Your Child Make the Transition from High School to College

Life Insurance and Terminal Illness

Complimentary Dinner Workshop!

Complimentary Dinner Workshop!

Caterpillar Lunch Workshop!

Merck Lunch Workshop!

Business Liability Insurance Basics

Do You Need Crime Insurance?

Market Week: October 28, 2019

Buying a Home Both You and Your Insurer Will Love

ABCs of Financial Aid

Tax Planning Tips: Auto Insurance

Types of Life Insurance Policies

Life Insurance and Estate Planning

Archer Medical Savings Accounts

Working With a Financial Advisor

Disability Income Insurance for the Self-Employed

Paying for Graduate School

Buying a Car

Why Insure Your Business?

Wills: The Cornerstone of Your Estate Plan

Term Life Insurance

Applying for a Mortgage

Commercial General Liability (CGL)

Repaying Your Student Loans

Merck Conference Call!

Tax Planning Tips: Life Insurance

Government-Sponsored Disability Insurance Programs

Business Interruption Insurance

Choosing an Insurance Provider

ABCs of Auto Insurance

How Student Loans Impact Your Credit

Receiving Unemployment Benefits

529 Plans and Financial Aid Eligibility

Auto Accident Checklist

Help! I Can't Pay My Tax Bill

Dealing with Divorce

Business Automobile Insurance Basics

Fundamental Concepts for New Investors

Medicaid and the Principal Residence

Bypassing Probate

Sticker Shock: Creative Ways to Lower the Cost of College

Quarterly 3 Market Review 2019

How Will I Manage to Send My Child to College?

Health Insurance for the Self-Employed

Group Term Life Insurance

Group Health Insurance: A Valued Employee Benefit

Insuring Your Home Business

Advantages and Disadvantages of Self-Employment

Life Insurance for Business Owners

Health-Care Reform: Considerations for Employers

Record Keeping for Your Own Business

Properly Insuring Your Business

Hiring Your First Employee

Getting Started: Establishing a Financial Safety Net

Merging Your Money When You Marry

Education Tax Credits

Tax Planning for the Self-Employed

Annuity Living Benefits

Finding and Working with an Insurance Agent or Broker

Credit Traps for the Unwary

Tax-Advantaged Ways to Save for College

10 Terms Every Investor Should Know

Asset Allocation

Dollar Cost Averaging

Investing for Major Financial Goals

Market Week: September 16th 2019

401(k) Plans: The Basics

What to Do after You've Been Automatically Enrolled in Your Company's Retirement Plan

Setting a Retirement Savings Goal

Understanding Individual 401(k) Plans

Funding a Buy-Sell Agreement with Disability Insurance

Closing a Retirement Income Gap

Health-Care Reform: Considerations for Seniors

Medicaid and Nursing Home Care

Coordinating Long-Term Care Insurance with Government Benefits

What Is a Traditional IRA?

Shopping for an Annuity

Understanding Defined Benefit Plans

Six Keys to More Sucessful Investing

Understanding Risk

Life Insurance Basics

Sudden Wealth

Trust Basics

Investing in Bonds

Investing in Stocks

San Antonio Seminar for *AT&T Employees

The Woodlands Seminar

Austin Seminar for *AT&T Employees

Hawthorne Seminar

Rahway Seminar for *Merck Employees

Midland Seminar for *Chevron Employees

Peoria Seminar for *Caterpillar Employees

Point Richmond Seminar for *Chevron Employees

Taxation of Investments

Income Tax Tips: Business Insurance

Income Tax Planning and 529 Plans

Understanding IRA's

Mutual Fund Basics

Tax Planning for Annuities

Taking Advantage of Employer-Sponsored Retirement Plans

Social Security Retirement Benefits

Am I Having Enough Withheld ?

Housing Options for Older Individuals

Health Insurance in Retirement

Your Home as a Source of Dollars in Retirement

Business Overhead Expense Insurance

Immediate vs. Deferred Annuities

Understanding Social Security

Evaluating an Early Retirement Offer

401 (k) Plan Fees

403(b) Plans: The Basics

Life Insurance for the Self-Employed

Transferring Your Family Business

Unforgettable Birthdays

401(k) In-Plan Roth Conversions

Split Dollar Insurance Plans

Social Security Survivor Benefits

Money Purchase Pension Plans

Key Employee Life and Disability Insurance

Austin Seminar for *AT&T Employees

Financial Planning--Helping You See the Big Picture

Rahway Seminar for *Merck Employees

Dallas Seminar for *AT&T Employees

Hawthorne Complimentary Lunch

High-Income Individuals Face New Medicare-Related Taxes

Tax Benefits of Home Ownership

Health-Care Reform: Tax Changes for Individuals

Gift and Estate Taxes

Understanding Defined Benefit Plans

Odessa Client Appreciation Dinner

Understanding Social Security

The Woodlands Complimentary Lunch

Houston Complimentary Lunch

San Ramon Complimentary Lunch

Income Tax Planning and 529 Plans

If Long-Term Care Insurance Isn't for You: Other Options

What to Do after You’ve Been Automatically Enrolled in Your Company’s Retirement Plan

Understanding Long-Term Care Insurance

The Roth 401 (k)

Shopping for an Annuity

Saving for Retirement and a Child's Education at the Same Time

Medicare

Life Insurance at Various Life Stages

Investing for Major Financial Goals

Insurance Needs in Retirement

Health Insurance in Retirement

Evaluating an Early Retirement Offer

Estimating Your Retirement Income Needs

Deciding What to Do with Your 401(k) Plan When You Change Jobs

Closing a Retirement Income Gap

Choosing a Beneficiary for Your IRA

Buying Supplemental Health Insurance: Medigap

Borrowing or Withdrawing Money from 401 (k) Plan

Annuities and Retirement Planning

Annuity Basics

Cash Value Life Insurance

Hawthorne Seminar

Peoria Seminar for *CAT employees

San Antonio Seminar for *AT&T Employees

Dallas Seminar for *AT&T Employees

Weekly Conference Call

Houston Seminar for *AT&T Employees

Peoria Seminar for *CAT Employees

*AT&T Fri Conference Call

Teaching Your Teen about Money

Teaching Your College-Age Child about Money

Teaching Your Child about Money

Establishing a Budget

529 College Savings Plans

Understanding the Net Investment Income Tax

Nonprofit Boards: New Challenges and Responsibilities

The Roth 403(b)

Women and Money: Taking Control of Your Finances.

Common Factors Affecting Retirement Income

The 1% Difference Part One: Increasing Your Retirement Plan Contributions

Life Insurance Basics

Investment Planning: The Basics

Women: Planning for the Financial Impact of Children

Where to Get Health Insurance

Types of Insurance

Traditional Whole Life Insurance

The Sandwich Generation: Juggling Family Responsibilities

Tax Tips: Health Insurance

POS Plans

Investing in Stocks

Insuring Your Vacation Home

Health Insurance for Travelers

Finding Money to Pay College Bills Out of Pocket

Driving Defensively at Any Age

Contemplating Bankruptcy

Are You Covered If . . . ?

Variable Annuities

Tax Tips: Long-Term Care Insurance

Should You Self-Insure Your Business?

Opening the Door to Homeowners Insurance

Life Insurance and Charitable Giving

HMOs and PPOs: What's the Difference?

Deciding What to Do with Your 401(k) Plan When You Change Jobs

Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance

INHERITING AN IRA

Buying Short-Term Health Insurance

Inflation-Fighting TIP

Estate Planning: An Introduction

Creating an Investment Portfolio

Asset Protection in Estate Planning

Client Appreciation Dinner

Client Appreciation Dinner

Complimentary Lunch Workshop for *AT&T Employees

Conducting a Home Inventory

Establishing a budget

Evaluating a Job Offer

Evaluating an Early Retirement Offer

Travel Insurance

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Dinner Workshop

Client Appreciation Dinner

Complimentary Dinner Workshop

Rental Car Insurance

Insurance Tips for Business Travelers

Lump Sum vs. Dollar Cost Averaging: Which is Better?

The ABCs of Mutual Fund Share Classes

Debunking a Few Popular Retirement Myths.

Reverse Split Dollar Life Insurance

The Ultimate Safe Money Guide

The Retirement Group | 800-900-5867 | AN OVERVIEW OF SIMPLE 401(k)s

Getting Help from a Financial Professional

INHERITING AN IRA

Retirement Plan Considerations at Different Stages of Life

Wise Decisions with Retirement in Mind Certain financial & lifestyle choices may lead you toward a better future.

Distribution Funds: Putting Income on Autopilot

Health Insurance for Travelers

Accidental Death and Dismemberment Insurance

These are the words that make investors irrational

Money & Taxes After Marriage

Saving for Retirement.

Five Keys to Investing for Retirement

Six Tips to Ease Your Transition from The Military

Investing as a Couple: Getting to Yes

Retirement Plans for Small Businesses

Working During Retirement

What Do Long-Term Care Insurance Policies Cover?

Getting Financially Fit for Retirement at 50

6 Steps to Get Out of Debt.

Understanding Your Credit Report

Are You Underprepared for Retirement?

Are Your Children Financially Literate?

THE 2 Biggest retirement misconceptions.

Choosing a Credit Card

Top Year-End Investment Tips

Leaving your Employer? Don't Forget Your Retirement Savings Plan

Don't Let Your Retirement Savings Goal Get You Down

Women: Planning for the Financial Impact of Children

A Retirement Income Roadmap for Women.

Taking Taxes Into Account When Saving & Investing

Bonds, Interest Rates, and the Impact of Inflation.

Tips for Retirement

Common Stock vs. Preferred Stock

Common Factors Affecting Retirement Income

3 Factors to Consider When Investing for Retirement

Why Participate in Your Employer's Retirement Savings Plan?

Medicaid Planning Basics

College Net Price Calculators

Pay Down Debt or Save for Retirement?

Organizing Your Finances When Your Spouse Has Died

How to Be A Better Investor

IRS List of Possible Tax Scams to Look Out for

How Long Will it Take to Double Your Money? The Rule of 72

Inflation: The Sneaky Thief

Retirement Savings Challenges for Women

The Retirement Income Gender Gap: Dealing with a Shortfall

How Pre-Tax Contributions Affect Your Paycheck

Choosing an Income Tax Filing Status

IRS List of Possible Tax Scams to Watch For

Growth vs. Value: What's the Difference?

Socially Responsible Investing

Digital Deception: Current Trends in CyberCrime

Should You Sell When the Market Drops?

Municipal Bond Basics

Caring for Your Aging Parents

Nonqualified Deferred Compensation (NQDC) Plans

Getting Money Out of Your 401(k) or 403(b) Plan

Concentrated Stock Positions: Considerations and Strategies

Handling Market Volatility

Handling a Dispute with Your Insurance Company

Retirement Planning With Health Care Expenses in Mind.

Agreeing about what you want from retirement is crucial

Protecting Your Loved Ones with Life Insurance.

Complimentary Lunch Workshop

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshop for *Caterpillar employees

Financial Planning: Helping You See the Future

What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½?

Six Reasons to Work with a Financial Professional

Retirement Planning: The Basics

Automating the American Workforce

The Major Retirement Planning Mistakes

Investing In Bonds

How Much Auto Insurance Do you Need?

Changing Jobs? Take Your 401(k) and Roll It

Rollovers

Net Unrealized Appreciation: The Untold Story

4 Money Mistakes You Might Be Making

3 Benefits of Dollar-Cost Averaging

The Latte Habit

Financial Perspective: Understanding the Unique Challenges Faced by Women

Full Employment: What Happens Now?

Holding Equities for the Long Term: Time Versus Timing

Indexed Annuities

The Markets Wild Ride

Women & Money Paralysis. Not making a move may not be the best move to make.

Sequence of Returns: Preparing for Bear Markets

What Rising Interest Rates could mean for your Money

High Expense Ratios Drag on Returns

Cash as an Asset

8 Tenets of Choosing a Mutual Fund

The 4% Withdrawal Rule

Working During Retirement.

Consider Now Roth IRA Conversions

Financial PTSD

A Savings Carol

Should a flattening yield curve scare retirees?

Value Investing Strategy

Factors to consider when investing

Closing a Retirement Income Gap

Active vs Passive Investing

Trade Terriffs

Couples Retiring on the Same Page.

Take a Closer Look at Target Date Funds

Major Medical Advancements in The Last Decade

4 Key Estate Planning Documents Everyone Should Consider

3 Phases of Business Continuation Planning

Are Soaring Health Care Costs Hurting the Economy?

Social Security and Medicare Update

Are Your Investment Decisions Influenced by Your Emotions?

The Basics of Social Security Retirement Benefits

Stocks and Stocks Mutual Funds

The Pros and Cons of a Big Tax Refund

Complimentary Lunch Workshop for *AT&T Employees

Tax Reform: Changes for Individuals

Tax Reform: Change for Buisnesses

The 3 Phases of Business Continuation Planning

Is the Tech Sector Dominating Your Portfolio

Wage Growth- Watching for a Tipping Point

Should You Retire Now, Or Later?

Getting It All Together for Retirement.

Funding a Buy-Sell Agreement with Life Insurance

Active vs. Passive Portfolio Management

Lump-Sum Distribution from Inherited IRAs and Retirement Plans. What is it?

Personal Residence Issues in Retirement

Should You Put Your Home Into a Trust? The arguments for & against this estate planning decision

Starting or Buying a Business

100 Questions Every First-Time Home Buyer Should Ask

Complimentary Lunch Workshop for *Verizon employees

Complimentary Lunch Workshop for *Chevron employees

Complimentary Lunch Workshop for *PGE employees

Complimentary Lunch Workshop for *Bank of America Employees

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshops for Merck* Employees

Complimentary Lunch Workshop for *Kaiser Permanente employees

Complimentary Lunch Workshop for *PGE employees

Complimentary Lunch Workshop

Complimentary Lunch Workshops for *GlaxoSmithKline employees

Complimentary Dinner Workshop for *AT&T Employees

Complimentary Dinner Workshop

Complimentary Lunch Workshop

Complimentary Lunch Workshop for *AT&T employees

Complimentary Dinner Workshop

Complimentary Lunch Workshops for Merck* employees

Complimentary Dinner Workshop for *Lockheed Martin employees

Complimentary Lunch Workshop for *Bank of America Employees

Is 70 the New 65?

Complimentary Dinner Workshop

Complimentary Lunch Workshop for *ConocoPhillips employees

Complimentary Lunch or Dinner Workshops for *AT&T employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Dinner Workshop

Complimentary Lunch Workshop for *PGE employees

Complimentary Lunch Workshop for *AT&T Employees

Complimentary Lunch Workshops for Merck* employees

Complimentary Lunch Workshops for *GlaxoSmithKline employees

Complimentary Lunch Workshop for *Chevron employees

Complimentary Dinner Workshop for *AT&T Employees

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshop for *Kaiser Permanente employees

Complimentary Lunch Workshops for *Chevron employees

Complimentary Lunch Workshop

Complimentary Dinner Workshop

Complimentary Lunch Workshop for *Caterpillar employees

Complimentary Lunch Workshop for *PGE employees

Rising Rates: The Feds Take the Next Step Towards Normal

Going Public: Investing in IPOs

Low Volatility: The Calm Before the Storm?

Life Insurance and Charitable Giving

First-Time Homebuyer Tax Credit

Bonds and Bonds Mutual Funds

Brexit: Update for Investors

Trusteed IRAs

Reaching Retirement: Now What?

Medicare Prescription Drug Coverage

The Roth 401(k)

Setting and Targeting Investment Goals

Nonprofit Boards: New Challenges and Responsibilities

Medical Professionals: A Prescription for Your Financial Health

Comparing Bond Yields

Balancing Your Investment Choices with Asset Allocation

Qualified Longevity Annuity Contracts: Income for Later in Life

Planning Lessons for Educators: Addressing Your Financial Issues

The Individual 401(k)

The Joys and Financial Challenges of Parenthood -

The Power of Dividends in a Portfolio

Disaster Preparedness for Businesses

Do Our Biases Affect Our Financial Choices?

Why Save for Retirement?

Lump Sum vs. Dollar Cost Averaging: Which Is Better?

Women and Retirement Planning.

Why Women Need Life Insurance.

Variable Annuities.

The Tax Benefits of Your Retirement Savings Plan

Saving for College

Risk Management and Your Retirement Savings Plan

Immediate Annuities Can Provide Lifetime Income

How Much Annual Income Can Your Retirement Portfolio Provide?

Health Savings Accounts: Are They Just What the Doctor Ordered?

Have You Checked Your Retirement Plan Lately?

After the Military: Tips for Your Financial Transition to Civilian Life

Converting Savings to Retirement Income

The ABCs of Mutual Fund Share Classes

Separately Managed Accounts: Tailored to Suit You.

Safe Harbor 401(k) Plans

Weighing the Choice between Taxable and Tax-Free Bonds

Monte Carlo Analysis

The Traits of a Good Investor and How Women Can Make the Most of Them

Beyond Traditional Asset Classes: Exploring Alternatives

Use Your Annuity to Pay for Long-Term Care Insurance

Active vs. Passive Portfolio Management

Why I Don't Want to Buy Life Insurance

Is America Prepared to Retire?

Staying on Track with Your Retirement Investments

Self-Directed IRAs

Retirement Income Investing: Beyond Annuities

Riding Out This Volatile Market

What Does the Devalued Yuan Mean for the U.S.?

At Last, a Greek Debt Deal.

Retirement Planning Can Start with an IRA

Should You Pay Off Your Mortgage or Invest? By John Jastremski

China’s Chaotic Market

Another Glitch Hits Wall Street

Monitoring Your Portfolio

Getting Help from a Financial Professional

The Difference Between Good & Bad Debt

The New Gradual Retirement

Social Security Survivor Benefits

Taking a Loan from Your Retirement Plan = Bad Idea.

Understanding Bond Yields and the Yield Curve.

Protecting Yourself Against Cyberattacks

How Women Are Planning Their Financial Futures

Investing as a Couple: Getting to Yes

The Strong Dollar: Good or Bad

The Fine Art of Flexible Estate Planning (Updated 2015). By John Jastremski

When a Minor is a Beneficiary

Are Your Kids Delaying Your Retirement?

4 Money Blunders That Could Leave You Poorer.

Should you buy the dips

Medical Professionals: A Prescription for Your Financial Health

Pay Down Debt or Save for Retirement

Bitcoin: Fad or the Future

The Joys and Financial Challenges of Parenthood

Inflation-Fighting TIPS

Guarding Against Identity Theft

Why Well-Diversified Portfolios Have Lagged the S&P

Getting Your Household Cash Flow Back Under Control

The Value of Double-Checking Your Retirement Strategy

Tax Efficiency in Retirement

Will Baby Boomers Ever Truly Retire?

Rehearsing for Retirement

Reining in Your Debt. By John Jastremski

Which Financial Documents Should You Keep On File? … and for how long?

Signs of Elder Abuse

Counting on Your Husband's Retirement Income?

Unit Investment Trusts

Protecting Your Savings and Investments

Common Factors Affecting Retirement Income

How Is Health Care Reform Affecting the Federal Deficit?

Avoiding the Common 1040 Mistakes.

Taking Taxes Into Account When Saving & Investing. By John Jastremski

The Strong Dollar: Good or Bad?

The Top 12 Tax Frauds

Bitcoin: Fad or the Future?

Debunking a Few Popular Retirement Myths

IRS Raises Retirement Plan Contribution Limits. By John Jastremski

Social Security Survivor Benefits

Common Deductions Taxpayers Overlook

2015 IRA Deadlines Are Approaching. By John Jastremski

The Importance of TOD & JTWROS Designations

2015: A Time for Patience. By John Jastremski

Understanding Your Risk Tolerance

Four Words You Shouldn’t Believe

The Advantages of HSAs

Should You Buy the Dips?

The Tax Benefits of Retirement Plan Participation

Distribution Funds: Putting Income on Autopilot

Getting It All Together for Retirement

Should You Retire Now, Or Later?

Investing as a Couple: Getting to Yes

Guarding Against Identity Theft

Getting Your Household Cash Flow Back Under Control

What’s Your Financial Health Score

Wise Decisions with Retirement in Mind

Bitcoin: Fad or the Future?

How Is Health Care Reform Affecting the Federal Deficit

The Market Is Up & I Am Not ... Why?

Understanding Your Risk Tolerance.

Gauging Your Financial Well-Being.

Financial Considerations for 2015. By John Jastremski

Less Protection for Inherited IRAs.

Should You Buy the Dips

The Importance of TOD & JTWROS Designations

Monitoring Your Portfolio

Lump-Sum Distribution from Inherited IRAs and Retirement Plans. What is it? By John Jastremski

6 Steps to Get Out of Debt

It Isn’t Too Late to Save for Retirement

Women, Longevity Risk & Retirement Saving

Coping With College Loans. Paying them down, managing their financial impact

Health Savings Accounts offer you tax breaks & more

Getting It All Together for Retirement. Time to organize and centralize your documents

The Right Beneficiary (Updated 2014) by John Jastremski

Roth & traditional IRAs won’t get 2015 COLAs, but other plans will by John Jastremski

Some analysts think it is helping reduce the deficit; but others wholeheartedly disagree

The year is coming to a close. Have you thought about these financial ideas yet? by John Jastremski

Market retreats & corrections may herald opportunities

A hugely volatile week concludes. What’s next as earnings season gets underway? by John Jastremski

After QE3 Ends by John Jastremski

They are no longer exempt from creditors & bankruptcy proceedings

Debunking a Few Popular Retirement Myths

Wise Decisions with Retirement in Mind. Certain financial & lifestyle choices may lead you toward a better future

Economists aren’t alarmed. Investors shouldn’t be either

While the idea of retirement has changed, certain financial assumptions haven’t. THE 2 Biggest retirement misconceptions.

The Economy Heads for Normal. A look at the fundamentals affirms the hunch.

6 Methods to Get Out of Debt

Not making a move may not be the best move to make. Stop Having Money Paralysis

The IRS Announces New IRA Rollover Limitation

Politics aside, how could coverage improve for you & your loved ones?

Bearish Thoughts Persist in a Bull Market Are memories of the downturn hurting the financial potential of boomers?

Should You Put Your Home Into a Trust?

Financial Considerations for 2014

Understanding the Markets: What the acronyms signify & what affects investors by John Jastremski.

Rising Interest Rates

Why the Poor Q1 GDP Is No Big Deal. By John Jastremski

Should You Make a Child Your IRA Beneficiary?

How LTC Insurance Can Help Protect Your Assets

Coping With College Loans

Guarding Against Identity Theft

Where Did Inflation Go?

Entering the Yellen Years

Women, Longevity Risk & Retirement Saving

Bearish Thoughts Persist in a Bull Market. By John Jastremski

The Economy Heads for Normal

Should You Reduce Risk Exposure As You Get Older

The Importance of TOD & JTWROS Designations. A convenient move that could ward off probate on your accounts

Understanding the Markets: What the acronyms signify & what affects investors

Cash Flow Management. An under-appreciated fundamental in financial planning

Where is everything? Time to organize and centralize your documents. Getting it all together for Retirement

Guarding Against Identity Theft

Throwing Out the 4% Rule This 1990s retirement planning principle seems questionable today

Bearish Thoughts Persist in a Bull Market

Ideas for Your 2013 Tax Refund. What could that money do for you? by John Jastremski

Decisions with Retirement in Mind

Organizing Your Paperwork for Tax Season

Save for retirement consistently, regardless of how the market behaves

Here is what you need to know for 2014 By John Jastremski

What the acronyms signify & what affects investors

Getting It All Together for Retirement. Where is everything? Time to organize and centralize your documents.

Bearish Thoughts Persist in a Bull Market. Are memories of the downturn hurting the financial potential of boomers?

Why 2014 May Be a Very Good Year by John Jastremski

Looking Back at 2013. How good a year was it for the economy? Statistics tell the tale. By John Jastremski

IRS Retirement Plan Adjustments for 2014 By John Jastremski

Which Tax Provisions Will Expire in 2014? By John Jastremski

Your Annual Financial To Do List 2014

Getting It Together for Retirement

Why You Should Keep Contributing to Your 401k

A Debt Deal Emerges

A look at the economist newly nominated to lead the Federal Reserve

RMD Options & Precautions

401(k) Company Sponsors Cannot Ignore Fiduciary Duty

Social Security Retirement Benefits

Use of Cash Flow Analysis in Creating Your Budget

Claiming Social Security

Funding Your Future with a Fixed Annuity

Planning for Social Security

Financial Responsibilities of a Caregiver

Tax Planning

IN-SERVICE 401(k) WITHDRAWALS & INCOME PLANNING

Dealing with a Layoff

OPTIONS FOR TAKING MONEY OUT OF A ROTH

THE RIGHT BENEFICIARY by John Jastremski

USING A SELF-DIRECTED IRA TO BUY REAL ESTATE

FIXED INDEXED ANNUITIES

THE VALUE OF A FEE-BASED ADVISOR by John Jastremski

The Golden Handshake

THE GROWING POPULARITY OF ETFs

THE “I’LL NEVER NEED IT” INSURANCE

IS YOUR ADVISOR PROACTIVE? by John Jastremski

FIVE SAVINGS SECRETS

WHY YOU SHOULD WORK WITH A CFP®

INVESTING IN YOUR BELIEFS

BUT, I DON’T NEED ESTATE PLANNING … DO I?

THE CREATIVE WAY TO “MAXIMIZE” YOUR PENSION

THE NEED FOR POWER OF ATTORNEY

Pension Concerns After the Detroit Bankruptcy

How Much Health Care Reform Will We See By 2014? by John Jastremski

How to Make Retirement Savings Last

Should you Always Withdraw from IRAs Last?

Safety Tips for Online Shopping

Understanding the Markets

How to Build an Emergency Fund

401K Plans

Work in Retirement

Potential Sources of Retirement Income

Is Withdrawing From IRAs Last The Best Approach?

The Right Beneficiary

Retirement Savings Income: Beyond Annuities

Lump Sum Pension Payouts for Rollovers

NUA

Choosing an Entity for Your Business

Sudden Wealth

And Baby Makes Three

Term vs. Cash Value Life Insurance

How to Build an Emergency Fund

Creating a Budget for Retirement

Reaching Retirement -- Now What?

Tips for Retirement

How much Retirement Income will you need?

The Sequester Looms

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