Financial Intel Monthly

Social Security and Medicare Face Financial Challenges

Market Week: June 22, 2020

Leaving Your 401(k) With Your Previous Employer

Cash Out Your 401(k)

Chevron Pension: Lump Sum Interest Rates Update

Market Week: June 15, 2020

Baker Hughes Benefits

Baker Hughes 401(k) Plan

Baker Hughes Pension Plan

Understanding Your Personal Automobile Policy

Vision Care Insurance

When You Apply for Insurance,Your Credit History Counts

United Airlines 401(k) Plan

Where to Get Disability Coverage

Understanding Waiting Periods

Trends in Managed Care

United Airlines Pension Plan

AT&T Benefits

Tax Tips: Health Insurance

Tax Planning Tips: Auto Insurance

POS Plans

AT&T 401(k) Plan

Opening the Door to Homeowners Insurance

Mental Health Benefits

AT&T Pension Plan

Medical Payments Coverage

ConocoPhillips Benefits

Lowering the Cost of Health Care

Lowering the Cost of Disability Insurance

Long-Term vs. Short-Term Disability Income Insurance

ConocoPhillips 401(k) Plan

Limitations, Exclusions, and Riders

Life Insurance for the Self-Employed

Lawsuits: What Every Driver Needs to Know

ConocoPhillips Pension Plan

How Disability Income Insurance Policies Define Disability

Health Insurance for Travelers

Health Insurance for the Self-Employed

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

Alternative Therapies

ABCs of Auto Insurance

Haliburton Benefits

Group Term Life Insurance

Haliburton 401(k) Plan

Disability Income Insurance for the Self-Employed

Commercial General Liability (CGL)

Business Liability Insurance Basics

Business Interruption Insurance

Business Automobile Insurance Basics

Market Week: June 8, 2020

Haliburton Pension Plan

The Best Apps in Travel

Benefit Plans for Small Businesses

The ABC’s of Auto Insurance

The Financial Literacy Crisis

The Anatomy of an Index

Understanding Your Credit Report

Occidental Petroleum Benefits

Taxation of Investments

Working With a Financial Advisor

Record Keeping for Your Own Business

Qualifying for the Home Office Deduction

Occidental Petroleum 401(k) Plan

Medicaid and Nursing Home Care

Occidental Petroleum Pension Plan

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

Crafting a Plan After Losing Your Job

Financial Steps to Take While Looking for Work

Factors That Impact 401(k) Fees

Investment Fees and 401(k) Plans

What are 401(k) Plan Fees?

Review Your Career Options

Getting Started: Establishing a Financial Safety Net

Ramp Up Your 401(k) Contributions

Finding and Working With an Insurance Agent or Broker

Estate Planning: An Introduction

Coordinating Long-Term Care Insurance with Government Benefits

Check the Progress of Your Retirement Plan

Conducting a Home Inventory

Choosing an Insurance Provider

Merging Your Money When You Marry

Life Insurance and Charitable Giving

Investing in Stocks

Insuring Your Vacation Home

What is the Federal Funds Rate?

Health Insurance and Divorce

Dealing with Divorce

The Investment Risk No One’s Ever Heard Of

The Lowdown on Those Free Credit Scores

The Most Overlooked Item of Any Home Improvement


Retiring From AT&T

Market Week: June 1, 2020

The Utility of Sector Investing

The Value of Insuring Against Life’s Risks

ExxonMobil Benefits

Three Key Questions to Answer Before Taking Social Security

Tips for Finding Care for Your Disabled Child

TIPS for Inflation

ExxonMobil 401(k) Plan

Top New Digital Tools for Small Businesses

Types of Stock Market Analysis

ExxonMobil Pension Plan

Tax Planning Tips: Disability Insurance

Boeing 401(k) Plan

Tax Planning for the Self-Employed

Boeing Benefits

Tax Planning for Annuities

Tax Benefits of Home Ownership

Receiving Unemployment Benefits

Income Tax Tips: Business Insurance

Boeing's Pension Plan

Income Tax Planning and 529 Plans

Costs of Long-Term Care

High-Income Individuals Face New Medicare-Related Taxes

Health Care Expenses

Gift and Estate Taxes

Choosing an Income Tax Filing Status


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

Understanding IRAs

Retirement Budget

Retirement Account Benefits

Understanding Individual 401(K) Plans

How Will You Finance Your Retirement?

Tax Planning Tips: Life Insurance

Split Dollar Insurance Plans

Social Security Retirement Benefits

Setting a Retirement Savings Goal

Borrowing or Withdrawing Money from Your 401(k) Plan

Investing For Your Retirement is More Important Than Ever

Money Purchase Pension Plans

Funding a Buy-sell Agreement With Life Insurance

How Conservative is a 4% Safe Withdrawal Rate?

Funding a Buy-sell Agreement With Disability Insurance

Business Overhead Expense Insurance

403(B) Plans: the Basics

401(k) Plans: The Basics

401(k) In-Plan Roth Conversions

What is the 4% Withdraw Rule?

Shopping for an Annuity

Roll Over Your Money into an IRA

Retirement Planning: The Basics

Planning Ahead for Life Insurance Proceeds

Retirement Plan Distributions: Know Your Options

Life Insurance and Terminal Illness

Market Week: May 26, 2020

Health Insurance in Retirement

401(k) Plan Fees

Is Your Employer Retirement Plan Working for You?

Understanding Probate

Should You Convert Remaining Payments to Lump Sum?


The Down Payment

Selecting an Executor

Pension Lump-Sum Payment Windows Are Back

Saving for Your Retirement

Saving for College and Retirement

Retirement Plans: The Employee Perspective

Using Lump Sum to Purchase Annuity

Minimizing Estate Taxes

Maximizing the Estate Planning Value of Life Insurance

Life Insurance: Estate Planning

Introduction to Estate Planning

NUA for ExxonMobil Employees

Conducting a Periodic Review of Your Estate Plan

Bypassing Probate


Estimating Your Social Security Benefits

Distributions from Traditional IRAs: Prior to Age 59 1/2

Determining Your Retirement Income Needs

NUA for Chevron Employees

Choosing a Beneficiary for Your IRA or 401(k)


Social Security for Divorcees

Volunteering in Retirement

Weighing the Benefits of Prepaid Debit Cards

Social Security for Married Couples

Withdrawing from Savings and Investments

Using Your Home Equity

Using Cash Value Life Insurance

Managing Expenses During the College Years

When to Collect Social Security Benefits

Tips For Preventing Fraud

Financial Aid: Work-Study

Financial Aid: Scholarships

Use Caution on Websites and Social Media

Financial Aid: Grants

Understanding Cybercrime

Rolling your 401(K) into an Annuity

Federal Student Loans

Applying for Financial Aid

Accessing Money from Employer-Sponsored Retirement Plan

What If You Get Audited?

When NUA May Make Sense For You

NUA Qualified?

What is NUA?

Tactics for Dealing with Financial PTSD

Chevron Pension – LumpSum Interest Rates Update

What Is a 1035 Exchange?

Check the background of this investment professional on FINRA BrokerCheck

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