Financial Intel Monthly

Establishing a budget

Feb 18, 2019 7:09:50 AM / by The Retirement Group (800) 900-5867 posted in cryptocurrency, debtfree, finance, financial freedom, retirement planning, The Retirement Group, bitcoin

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Five Keys to Investing for Retirement

Jan 31, 2019 12:29:20 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, crypto, cryptocurrency, Early Retirement, Economic Report, Economy, Exxon Mobil, ExxonMobil, financial freedom, Financial Planning, Hewitt, In Service Withdrawal, investment, Northrop Grumman, savings, Seminar, 401K, 72t, age penalties, AT&T Pension, bitcoin, Verizon Workshop

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Making decisions about your
retirement account can seem overwhelming, especially if you feel unsure about
your knowledge of investments. However, the following basic rules can help you
make smarter choices regardless of whether you have some investing experience
or are just getting started.

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Are You Underprepared for Retirement?

Jan 26, 2019 9:00:46 AM / by The Retirement Group (800) 900-5867 posted in ERB, financial freedom, krypto, Money, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser, bitcoin, work

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Top Year-End Investment Tips

Jan 24, 2019 9:19:18 AM / by The Retirement Group (800) 900-5867 posted in broker, CAM Annuity, Chevron, cryptocurrency, Early Retirement, ESRO, ExxonMobil, financial freedom, In Service Withdrawal, income, invest, Money, PG&E, priorities, retirement planning, stocks, 401K, 72T, 72t, access.att, AT&T Pension, Best adviser, bitcoin, Verizon Workshop

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Taking Taxes Into Account When Saving & Investing

Jan 22, 2019 9:00:25 AM / by The Retirement Group (800) 900-5867 posted in finance, financial freedom, forex, investing, investment, savings, taxes, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser, bitcoin

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Taking Taxes Into Account When Saving & Investing isn’t always top of mind, but it should be.

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Bonds, Interest Rates, and the Impact of Inflation.

Jan 22, 2019 8:30:32 AM / by The Retirement Group (800) 900-5867 posted in bonds, Chevron, ExxonMobil, financial freedom, Financial Planning, income, inflation, invest, Money, priorities, retirement planning, stocks, 401k, 401K.com, 72t, access.att, Age Penalties, age penalties, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date, Best adviser, bitcoin, Verizon Workshop

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Socially Responsible Investing

Jan 12, 2019 8:52:27 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, crypto, cryptocurrency, Early Retirement, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, investing, Northrop Grumman, 401k, age penalties, ATT, AT&T Pension, benefit commencement date, bitcoin, Workshops

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Investing with an eye toward promoting social, political, or environmental concerns (or at least not supporting activities you feel are harmful) doesn't mean you have to forgo pursuing a return on your money. Socially responsible investing may allow you to further both your own economic interests and a greater good, in whatever way you define that term.

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Municipal Bond Basics

Jan 11, 2019 11:48:06 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Chevron, cryptocurrency, Economic Report, ERB, ExxonMobil, Financial Planning, Hewitt, hr1stop, investing, Money, Northrop Grumman, stocks, tax advantage, taxes, 401K, 72T, 72t, benefit commencement date, bitcoin

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Cash as an Asset

Dec 26, 2018 12:58:54 PM / by The Retirement Group (800) 900-5867 posted in bonds, capital, crytocurrency, equities, finance, funds, investing, mutual funds, stocks, The Retirement Group, bitcoin

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As the market continues its upward rise, we believe the emphasis we place on our managers holding cash makes more sense than ever. With most Mutual Funds lagging the S&P 500 Index for 10 years, we feel it is important to go against the crowd. For example only 3% of the 7,500 U.S. equity funds tracked by S&P Capital IQ recently had cash positions of 10% or higher, while 97% were almost fully invested.

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The 4% Withdrawal Rule

Dec 26, 2018 12:28:10 PM / by The Retirement Group (800) 900-5867 posted in bonds, crytocurrency, equities, financial freedom, invest, Profit, Retirement, stocks, success, The Retirement Group, bitcoin, wallstreet

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The 4% rule has received a lot of attention recently, as recent market woes of the past 18 years – from the tech crash of 2000 to the global financial crisis of 2008 – have pressured both market returns and increased volatility in the portfolios of retirees.

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