Financial Intel Monthly

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

Feb 15, 2019 9:01:44 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, EISP, ExxonMobil, Financial Planning, Hewitt, hr1stop, In Service Withdrawal, Monarch, Option 1, Retirement, The Retirement Group LLC, 401K, 401k, Age Penalties, benefit commencement date, Verizon Workshop

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The Ultimate Safe Money Guide

Feb 12, 2019 9:39:39 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Early Retirement, EISP, ERB, ESRO, financial freedom, Financial Planning, In Service Withdrawal, Lump Sum, Money, money management, PPA, savings, 401K, 401K.com, 72T, 72t, access.att

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The Ultimate Safe Money Guide

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100 Questions Every First-Time Home Buyer Should Ask

Aug 1, 2018 7:09:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Early Retirement, Economic Report, Economy, EIPP, EISP, ERB, ESRO, Exxon Mobil, Financial Planning, home owner, investment, Lump Sum, Money, money management, real estate, Retirement, Retirement Planning, smart buyer, Texas Instrument, The Retirement Group, The Retirement Group LLC, 72T, ATT

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A home is the single, largest purchase most Americans will ever make. With so much money-and so many dreams- at stake, it is essential to become a fully- informed buyer. 100 Questions Every First-Time Home Buyer Should Ask is an invaluable resource for buyers who are new to the market. It provides the kind of detailed information purchasers need to successfully navigate the increasingly complex real estate market.

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Trusteed IRAs

Aug 22, 2016 8:19:40 AM / by The Retirement Group (800) 900-5867 posted in EISP, ExxonMobil, Financial Planning, Hewitt, hr1stop, In Service Withdrawal, netbenefits, Option 1 Withdrawal, Retirement, The Retirement Group LLC, Verizon, Age Penalties, att workshop, benefit commencement date, benefits help, Best adviser, Workshops

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Why Save for Retirement?

May 5, 2016 2:48:13 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, EISP, ExxonMobil, Financial Planning, In Service Withdrawal, netbenefits, NGC, The Retirement Group, 401k, 72t, ATT, AT&T seminar, att workshop, Best adviser, Workshops

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Bearish Thoughts Persist in a Bull Market

Mar 11, 2014 5:13:29 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, EISP, ERB, ESRO, Exxon Mobil, ExxonMobil, Financial Planning, In Service Withdrawal, Northrop Grumman, The Retirement Group LLC, AT&T seminar, benefit commencement date

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Getting It Together for Retirement

Nov 14, 2013 5:14:04 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, EIPP, EISP, ExxonMobil, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, PG&E, 401k, 401K.com, 72t, age penalties, benefit commencement date, Verizon Seminar

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Getting It All Together for Retirement

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THE “I’LL NEVER NEED IT” INSURANCE

Sep 3, 2013 4:00:00 PM / by The Retirement Group (800) 900-5867 posted in Economy, EISP, ERB, ESRO, Lump Sum, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, PPA, Retired, Retirement, The Retirement Group, The Retirement Group LLC, Uncategorized, 72T, ATT, benefits help

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Work in Retirement

Jul 3, 2013 9:41:44 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, EISP, ExxonMobil, In Service Withdrawal, Northrop Grumman, resources.hewitt, Retirement, Age Penalties, age penalties, AT&T Pension, Workshops, VZ

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Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years.

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Retirement Savings Income: Beyond Annuities

May 28, 2013 7:14:51 AM / by The Retirement Group (800) 900-5867 posted in EISP, ExxonMobil, Financial Planning, 401K, 401K.com, age penalties, AT&T Pension, AT&T seminar, att workshop, Benefit Commencement Date, benefit commencement date, Best adviser

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One of the challenges of investing during retirement is providing for annual income while balancing that need with other considerations, such as liquidity, how long you need your funds to last, your risk tolerance, and anticipated rates of return for various types of investments. Annuities may be seen as a full or partial solution, since they can offer stable income or guaranteed lifetime payments (subject to the claims-paying ability of the issuer). However, they're not right for everyone.

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