Financial Intel Monthly

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

Apr 22, 2016 11:35:56 AM / by The Retirement Group (800) 900-5867 posted in Chevron, Chris Huber, Exxon Mobil, Financial Planning, 401K, 401k, 401K.com, 72t, age penalties, AT&T 401K, AT&T seminar, att workshop, benefit commencement date, Best adviser, Verizon Workshop

0 Comments

Some people go swimming by diving into the pool; others prefer to edge into the water gradually, especially if the water's cold. A decision about putting money into an investment can be somewhat similar. Is it best to invest your money all at once, putting a lump sum into something you believe will do well? Or should you invest smaller amounts regularly over time to try to minimize the risk that you might invest at precisely the wrong moment? Periodic investing and lump-sum investing both have their advocates. Understanding the merits and drawbacks of each can help you make a more informed decision.

Read More

Should You Retire Now, Or Later?

Feb 2, 2015 7:25:39 AM / by The Retirement Group (800) 900-5867 posted in Brent Wolf, CAM Annuity, Chevron, Chris Huber, erik Larsen, ExxonMobil, Frank Esposito, Jeremy Keating, Jodi Ripp, Jon Guay, Justin Irving, Lloyd Silvers, Matt Nelson, Michael Reese, Michael Tomren, Steve Boblis, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, Alex Mele, AT&T 401K, AT&T seminar, benefit commencement date, Best adviser, Walter Reese

0 Comments

Financially, there are reasons why you may want to work a bit longer.  

Read More

Which Tax Provisions Will Expire in 2014? By John Jastremski

Dec 4, 2013 11:55:23 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Chris Huber, Early Retirement, Economic Report, NGC, Option 1 withdrawal, PG&E, resources.hewitt, The Retirement Group LLC, 401K, 72t, age penalties, att workshop, benefit commencement date, Verizon Pension

0 Comments

Some may be renewed, others may not be. 

Read More

Sudden Wealth

May 4, 2013 2:06:04 PM / by The Retirement Group (800) 900-5867 posted in Chevron, Chris Huber, Exxon Mobil, Financial Planning, In Service Withdrawal, Lump Sum, NGC, Northrop Grumman, Option 1 withdrawal, PG&E, Qwest, Retired, The Retirement Group, The Retirement Group LLC, AT&T Pension, att workshop, benefit commencement date

0 Comments

Sudden Wealth

Read More

ARE YOU STILL PRACTICING PATIENCE?

Aug 17, 2009 11:09:00 AM / by The Retirement Group (800) 900-5867 posted in Brent Wolf, CAM Annuity, Chris Huber, EISP, erik Larsen, ESRO, Jeremy Keating, Lloyd Silvers, Lump Sum, Michael Reese, Michael Tomren, The Retirement Group LLC, 72T, Verizon Workshop

0 Comments

2008 is just one (bad) year in stock market history.
Before it ends, you can still make moves to improve financially.

Read More

Check the background of this investment professional on FINRA BrokerCheck

Subscribe to Email Updates

Lists by Topic

see all

Posts by Topic

See all

Recent Posts