Strategic Estate and Business Succession Planning
Sophisticated estate planning and succession planning are key avenues to wealth maximization. The process of transitioning or divesting a business...
Sophisticated estate planning and succession planning are key avenues to wealth maximization. The process of transitioning or divesting a business...
Pension freezes are happening across the entire country. 3M happens to be the latest, but we are looking at significant pension changes across the...
Mayo Clinic has updated their pension plan. We will cover the changes within this article.
We will be having a webinar for AT&T employees on when would be the optimal time to implement a Roth conversion.
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Are you an AT&T employee facing the decision to return to the office after a period of remote work? We'll discuss the implications, challenges, and...
There are a combination of factors which may make retiring from Boeing a sound decision. To help you determine if retiring this year is the right...
Join our upcoming webinar for a learning opportunity leading to a secure and enjoyable retirement, especially crafted for women in the corporate...
We will be having a webinar for learning when the optimal time to implement a Roth conversion would be.
Interest rates are changing for AT&T employees, which may affect the value of your pension. Attend our webinar and see how you can potentially avoid...
Enhance your retirement planning with our comprehensive webinar, suitable for investors at all levels. Learn the top IRA actions for 2024 and master...
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Facing layoffs at your company? Join our webinar to protect your financial future! Learn practical strategies to assess your finances, understand...
Join our upcoming webinar for a learning opportunity leading to a secure and enjoyable retirement, especially crafted for women in the corporate...
We will be having a retirement Q&A webinar to discuss the 3 most asked questions from our webinar series.
Interest rates are changing for AT&T employees, which may affect the value of your pension. Attend our webinar and see how you can potentially avoid...
Approaching retirement age brings the need for a rock-solid financial future to the forefront.
Elections can lead to major shifts in the economy and policy, making it essential for AT&T employees planning for retirement to be well-prepared.
Elections can lead to major shifts in the economy and policy, making it essential for corporate employees planning for retirement to be well-prepared.
We've organized a retirement-focused Q&A webinar to tackle the most frequent inquiries from our previous sessions. Key discussions will be on...
We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...
Interest rates are changing for AT&T employees, which may affect the value of your pension. Attend our webinar and see how you can potentially avoid...
We will be having a webinar for AT&T employees on healthcare. We'll cover changing healthcare programs, rising costs, and how to utilize your...
There are a combination of factors which may make retiring from ConocoPhillips a sound decision. To help you determine if retiring this year is the...
Investing can be stressful, especially in times of high inflation and changing interest rates. In our webinar for Merck employees, we'll discuss how...
Interest rates are changing for Caterpillar employees, which may affect the value of your pension. Attend our webinar and see how you can potentially...
We will be having a webinar for employees on Social Security. We'll cover how to reduce the probability of running out of money and how to optimize...
We will be having a webinar for learning when the optimal time to implement a Roth conversion would be.
We will be having a retirement Q&A webinar to discuss the 3 most asked questions from our webinar series. We'll discuss rising healthcare costs,...
Facing layoffs at your company? Join our webinar to protect your financial future! Learn practical strategies to assess your finances, understand...
Please join us for an upcoming webinar on Net Unrealized Appreciation (NUA) for ExxonMobil employees. NUA is a strategy that allows you to roll over...
As you prepare to transition from AT&T, it's essential to take several crucial steps to safeguard your financial future. Join our upcoming webinar...
Investing can be stressful, especially in times of high inflation and changing interest rates. In our webinar for AT&T employees, we'll discuss how...
There are a combination of factors which may make retiring from your company a sound decision. To help you determine if retiring this year is the...
Are you an AT&T employee facing the decision to return to the office after a period of remote work? We'll discuss the implications, challenges, and...
We will be having a retirement Q&A webinar to discuss the 3 most asked questions from our webinar series. We'll discuss rising healthcare costs,...
Join our detailed webinar to learn vital strategies for enhancing your tax position before the year ends. You'll gain insights into managing IRA...
As 2023's holiday season approaches, retirees relying on Social Security and other fixed incomes face the challenge of managing their holiday...
With the holiday season upon us and the end of the year approaching, we pause to give thanks for our blessings and the people in our lives.
Every year, the College Board releases new college cost data and trends in its annual report. The figures published are average cost figures based on...
Boeing has entered into an agreement with Athene to hand over the stewardship of its pension plan for certain members of the plan.
Premiums, deductibles, and coinsurance amounts for Original Medicare generally change every year. Here's a look at some of the costs that will apply...
August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...
Consumer spending accounts for about two-thirds of U.S. gross domestic product (GDP), so it plays an outsized role in driving economic growth or...
Here are some things to consider as you weigh potential tax moves between now and the end of the year.
General Electric has entered into an agreement with Athene to hand over the stewardship of its pension plan for certain members of the plan.
Raytheon has entered into an agreement with Athene to hand over the stewardship of its pension plan for certain members of the plan.
Lockheed Martin has entered into an agreement with Athene to hand over the stewardship of its pension plan for certain members of the plan.
Bristol Meyers Squibb has entered into an agreement with Athene to hand over the stewardship of its pension plan for certain members of the plan.
If you are covered by Medicare, it's time to compare your current coverage with other available options. Medicare's Open Enrollment period begins...
The positive momentum of the first two quarters of the year did not carry over to the third quarter. Inflation continued to prove stubborn throughout...
As September comes to a close, the U.S. government seems headed for a shutdown, which would begin on October 1. Although it is possible that a...
In a pivotal move, LSC Communications has made the difficult decision to terminate its pension plan, a decision driven by the plan's significant...
Lockheed Martin has introduced a unique opportunity offering employees and retirees the choice to receive a lump sum payment, marking a significant...
Q&A webinar for ExxonMobil employees: Dive into top questions on healthcare costs, inflation, & more from our series. Stay informed and prepared!
ConocoPhillips employees: Lump-Sum vs. Annuity pension choices & the impact of interest rates. Make informed pension decisions.
Explore pension choices: Lump-Sum vs. Annuity. Learn how interest rates influence your decision. Make an informed choice for your future.
Join our webinar on market conditions: Learn investment strategies for high volatility periods. Equip yourself for uncertain times.
Join our webinar for AT&T employees: Dive into healthcare program changes, rising costs, and maximizing benefits. Ensure you're well-informed!
Discover the effect of rising rates on your AT&T lump sum. Join our webinar with The Retirement Group's Patrick Ray for retirement insights &...
"Explore the impact of rising interest rates on your Chevron lump sum in our webinar. Gain strategies for your retirement plans with The Retirement...
When considering making energy-saving home improvements, it may be helpful to have a home energy audit done. Fortunately, there is a federal income...
Economists have been predicting a recession for the U.S. economy ever since the Federal Reserve began aggressively raising interest rates in 2022...
August proved to be a tough month for stocks, with each of the benchmark indexes listed here ending the month notably lower. Investors tried to...
The Department of Education recently launched the most generous federal student loan income-driven repayment (IDR) plan to date — the Saving on a...
This past June, the Supreme Court struck down President Biden's plan to cancel up to $20,000 in federal student loan debt for qualified borrowers...
In its annual Retirement Confidence Survey of current workers and retirees, the Employee Benefit Research Institute found that workers' confidence...
A 2023 survey revealed a notable shift in public opinion over the past decade about the value of a college degree: 56% of Americans think a...
Stocks closed higher in July, with each of the benchmark indexes listed here posting notable gains. Both the stock market in particular, and the...
In early 2022, the IRS issued proposed regulations regarding required minimum distributions (RMDs) to reflect changes made by the Setting Every...
For AT&T employees, relocating for your job is a significant decision that can impact your career and personal life. With the global nature of...
The IRS recently released the 2024 contribution limits for health savings accounts (HSAs), as well as the 2024 minimum deductible and maximum...
Estate planning is vital to ensure your wishes are carried out. Wills allow you to distribute property, nominate guardians, minimize taxes and more.
Discover the ins and outs of supply chain disruptions in 2021, their impact on holiday shopping, and how businesses adapted. Uncover key strategies...
Three important developments occurred recently in the world of federal student loans: the U.S. Supreme Court blocked an executive order offering...
On June 8, 2023, the S&P 500 index closed at 4,293.93, just over 20% higher than its lowest recent closing value of 3,577.03 reached on October 12,...
In late May 2023, Congress sent a letter to U.S. Treasury Secretary Janet Yellen and IRS Commissioner Daniel Werfel saying that it will introduce...
A chatbot with uncanny human-like writing abilities has become the poster child for artificial intelligence (AI) since it was released in late 2022...
The Fiscal Responsibility Act of 2023, signed into law on June 3, 2023, suspends the federal debt ceiling until January 2025. The legislation also...
Discover the top retirement plan options for your business! Learn about 401(k), profit-sharing, defined benefit plans, and more in our comprehensive...
Understand the importance of Social Security disability benefits as 1 in 4 of today's 20-year-olds may become disabled before full retirement age....
On Monday, May 22, President Joe Biden and House Speaker Kevin McCarthy met at the White House to discuss raising the statutory limit on U.S....
In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in...
The markets in May were marked by ongoing volatility. Inflation, questions over the direction of monetary policy, and slower liquidity growth...
Starting in 2023, a personal or general business tax credit of up to $7,500 is available for the purchase of new clean vehicles meeting certain...
Regardless of age, profession, or current residence, many people share the ultimate goal of retiring comfortably. It's crucial to understand that...
The use of mobile payment apps and person-to-person (P2P) payments are more popular than ever, giving businesses and consumers the ability to send...
A March 2023 survey found that more than 90% of Americans worry about the Social Security program, and about half of those said they worry a great...
Approximately 78% of people who work for companies with fewer than 10 employees and about 65% of those who work for companies with 10 to 24 employees...
AT&T's pension shift to Athene affects 96k retirees. Payments are unchanged but the PBGC safeguard was removed. Discover the impact of this...
Studies show that after layoffs, the remaining employees may experience a decline in performance and engagement, particularly in research-intensive...
Learn about the new 72(t) exceptions added to the SECURE 2.0 Act, which can exempt early retirement account withdrawals from the 10% federal income...
The federal income tax filing deadline for individuals is generally Tuesday, April 18, 2023. The IRS has postponed the deadline to file federal...
Financial markets reacted turbulently to the collapse of Silicon Valley Bank (SVB) on March 10, 2023, followed two days later by the failure of...
Unable to meet withdrawal requests triggered by depositor panic, Silicon Valley Bank (SVB) was placed into receivership by the Federal Deposit...
The tax filing deadline is fast approaching, which means time is running out to fund an IRA for 2022. If you had earned income last year...
The IRS has identified 21 states that made special payments to taxpayers in 2022. After a review of those special payments, the IRS has determined...
Now that tax season is in full swing, the IRS is reminding taxpayers to use caution and avoid becoming the victim of a fraudulent tax scheme.
Explore how life insurance can support terminally ill individuals and their families, providing financial protection, income, accelerated death...
Due to recent increases in the price of fuel, the IRS has increased the optional standard mileage rates for computing the deductible costs of...
72(t) Gets a makeover for the better
February saw stocks slide lower after posting solid gains to begin the year. Each of the benchmark indexes listed here retreated from their January...
On January 19, 2023, the outstanding debt of the U.S. government reached its statutory limit, commonly called the debt ceiling.
After years of numerous delays, the U.S. Department of Homeland Security has once again extended the REAL ID enforcement deadline from May 3, 2023,...
The SECURE 2.0 legislation included in the $1.7 trillion appropriations bill passed late last year builds on changes established by the original...
January proved to be a bumpy ride for investors, with stocks ultimately ending higher to begin the new year, despite concerns that the economy may...
The IRS announced that the starting date for when it would accept and process 2022 tax-year returns was Monday, January 23, 2023. To speed refunds...
Long-term bonds generally provide higher yields than short-term bonds, because investors demand higher returns to compensate for the risk of...
Amid the 1,650-page, $1.7 trillion omnibus spending legislation passed by Congress last week and expected to be signed by President Biden were...
Explore the benefits of a SIMPLE 401(k) for Fortune 500 employees with a side business. Discover how it helps in saving for retirement and attracting...
Tis the Season for Tax-Friendly Giving Strategies
Student Loan Repayment Delayed Again to Future Date in 2023
Lump-Sum Payouts and Annuity Purchase
Annuities Vs. IRA Withdrawals at 4% Rule
College Cost Data for 2022-2023 School Year
Maximize your charitable giving with tax deductions this holiday season. Learn how year-end tax planning can enhance your gift and benefit your taxes.
For AT&T Retirees: Here’s Why You Should Consider Buying an Annuity
Learn about the impact of the strong U.S. dollar on the economy, exports, imports, overseas exposure, and global economic pain in this insightful...
Medicare Open Enrollment Is Here: How Are Costs Changing for 2023?
Retirement Legislation Awaits Further Action
Many employees who are waiting to commence their pension lump-sums, are now seeing a significant decrease in their value...
Quarterly Market Review: July-September 2022
FAFSA for 2023-2024 School Year Opens on October 1
CHIPs and Science Act Aims to Preserve U.S. Technology Edge
AT&T employees would lose a significant amount on their pension lump-sums if the lump-sum was calculated based on September's interest rates.
Discover the essential meaning of "definition" with our in-depth blog article. Unlock the power of precise language for better understanding and...
Through the first half of August, the stock market continued to ride July's rally. Including the first two weeks of August, stocks had posted four...
Inflation Reduction Act: What You Should Know
Discover the definition of a recession, how it's officially determined, and current economic indicators. Learn why it's essential for Fortune 500...
Due to rising fuel prices, the IRS has increased optional standard mileage rates for the second half of 2022. These rates cover business, medical,...
Now Might Be a Good Time for a Roth Conversion
The Health of Social Security: Some Good News and Some Bad News
Interest rates are back to trending in the wrong direction for Southern California Edison employees, considering the lump sum option on their pension...
Before reviewing your company 401(k) plan, check out how the market can affect your...
ConocoPhillips employees: Q3 2022 may be the last chance to maximize pension lump sum payouts due to low interest rates. Get expert analysis on how...
Explore our insightful blog on pension lump-sums and interest rate impacts for KP employees. Learn how to navigate changes and optimize your...
Alternative to the 4% Rule with Variable Withdrawals
Nearly three quarters of workers and 77% of retirees in a recent survey said they remain at least somewhat confident that they will experience a...
Handling Market Volatility with Confidence
Interest rates are a key driver of most financial assets. While most often referenced in relation to the bond market, rates are also a key input in...
Both stocks and bonds are off to one of their worst starts to the year in history. The S&P 500 Index declined -12.92% through the end of April 2022,...
You’ve likely been seeing headlines about the recent volatility in the market. While historically this is nothing new, it can be difficult to watch...
As the economy continues to recover from the effects of the pandemic over the past year, you may have noticed the term ‘inflation’ coming up in the...
Homebuyers braving the hot U.S. housing market have run headlong into a striking transition. The average interest rate for a 30-year fixed mortgage...
Recently, you may have seen some headlines talking about an inverted yield curve and what it may mean for the economy. An inverted yield curve is...
The stock market isn’t known for its emotional stability. When the markets react emotionally, it’s imperative to think rationally. Although no one...
We know the market has experienced some volatility lately, which may provoke some anxiety when you open your most recent statement. It can be hard to...
Rising interest rates may lead to a decrease in ExxonMobil pension lump-sum payments in Q4. Stay informed on how this trend impacts your retirement...
Maximize your pension lump sum by retiring in Q2 2022 before higher interest rates take effect. Explore ConocoPhillips pension plans and strategies...
Don't let rising interest rates reduce your KP pension lump-sum value. Understand the impact of rate changes and explore options to maximize your...
Rising interest rates may significantly decrease the value of Chevron employees' pension lump-sums. Monitor rates, explore options, and consult...
In March 2022, the Consumer Price Index for All Urban Consumers (CPI-U), the most common measure of inflation, rose at an annual rate of 8.5%...
PG&E employees should consider all factors when considering an offer for an early retirement. The PG&E pension plan, along with other benefits should...
Rising interest rates are affecting KP pension lump-sum values. Learn how to navigate these changes and optimize your retirement benefits. Get expert...
Discover key insights into ConocoPhillips pension plans and interest rates in our informative blog post. Maximize your retirement benefits with...
June 2022 retirees may see a significant decrease in Chevron pension lump-sum values due to increasing interest rates. Understand the impact of...
Rising interest rates are impacting ExxonMobil pension lump-sum values, decreasing them for employees. Understand the implications and explore...
Before Russia stunned the world by invading Ukraine, it was widely believed that the economic ties formed through globalization would help promote...
After dropping the benchmark federal funds rate to a rock-bottom range of 0%–0.25% early in the pandemic, the Federal Open Market Committee has...
If you're not able to file your federal income tax return by the April due date, you can file for an extension by the April due date.
Discover the essentials of search engine optimization in our comprehensive blog. Learn how to enhance your online presence and drive targeted traffic...
Discover the impact of rising interest rates on ExxonMobil employees' pension lump-sums. Learn key insights and strategies to protect your retirement...
ConocoPhillips employees considering the lump sum option on their pension payment, may have an opportunity to take advantage of lower interest rates...
Although rising interest rates make it more expensive for consumers and businesses to borrow, retirees and others who seek income could benefit from...
Lump-sum pensions for Chevron employees are decreasing due to rising interest rates. Timing retirement and understanding how rates affect pensions is...
Global Finance: Kicking Russia Out of SWIFT
Colliding Forces: Russia, Oil, Inflation, and Market Volatility
There's Still Time to Contribute to an IRA for 2021
Discover the potential decline in AT&T employee lump-sum pensions due to rising interest rates in 2023. Learn about pension calculations and the...
Upward interest rate trends are decreasing ExxonMobil pension lump-sums. Learn about the potential financial impact on your retirement and explore...
Seize the opportunity to increase your pension lump sum with lower interest rates in Q1 2022. Stay informed on rate trends and make informed...
Maximize your KP pension benefits amid rising interest rates! Learn about lump-sum calculations and how rate changes impact your retirement. Get...
Protect your Chevron pension in a rising rate environment. Understand how interest rates impact your lump-sum and explore ways to maximize your...
Help Wanted: Why Can't Businesses Find Enough Workers?
The IRS announced that the starting date for when it would accept and process 2021 tax-year returns was Monday, January 24, 2022.
AT&T employee lump-sum pensions may decline due to rising interest rates in 2023. Understand the impact on your retirement plans and explore options...
Interest rates are back to trending in the right direction for ConocoPhillips employees, considering the lump sum option on their pension payment...
Will Infrastructure Investment Pave the Way to a Stronger Economy?
Discover how rising interest rates affect KP pension lump-sums and learn strategies to maximize your retirement benefits. Plan your future wisely...
As interest rates rise, ExxonMobil employees' pension lump-sums may decrease. Stay informed about current trends to optimize your retirement...
Discover how rising interest rates affect Chevron employees' lump-sum pensions. Make informed decisions with our analysis on retirement dates,...
To understand how inflation might affect the U.S. economy, investors, and consumers, it may be helpful to take a closer look at the FOMC's tools.
Learn about the impact of November interest rates on lump sum values for AT&T employees retiring in 2022. Get expert advice from The Retirement Group.
As we begin the year 2022, the question comes to mind, what will you pay for Medicare in 2022?
In 2022, the retirement plan limits will increase thus more options to handle your funds in retirement.
Employees nearing their retirement years are concerned about an impending housing crash. Luckily, key housing market data indicates we are not in a...
Here are some things to consider as you weigh potential tax moves between now and the end of the year for corporate employees.
Therefore, it is not surprising that inflation is one of the most searched terms among Fortune 500 employees and the general public.