Financial Intel Monthly

Financial Planning--Helping You See the Big Picture

Jun 10, 2019 9:12:14 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, Lump Sum, Pension Options, PG&E, resources.hewitt, Retired, 401K, 72t, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, Best adviser, Verizon Seminar

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Financial Planning--Helping You See the Big Picture

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529 College Savings Plans

Mar 2, 2019 8:40:03 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ExxonMobil, Northrop Grumman, PG&E, The Retirement Group LLC, 401K, 401k, 401K.com, 72T, 72t, access.att, AT&T 401K, Benefit Commencement Date, benefit commencement date, Verizon Workshop

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Understanding the Net Investment Income Tax

Mar 1, 2019 5:01:27 PM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, Northrop Grumman, PG&E, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, AT&T Pension, att workshop, Workshops, Verizon Workshop, VZ

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Women and Money: Taking Control of Your Finances.

Feb 25, 2019 1:28:07 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ExxonMobil, financial freedom, income, PG&E, savings, taxes, 401k, 72T, access.att, Age Penalties, age penalties, AT&T 401K, Benefit Commencement Date, benefit commencement date, Best adviser, Verizon Workshop

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As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.

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Tax Tips: Health Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, PG&E, Retired, The Retirement Group, The Retirement Group LLC, 401k, 72T, 72t, age penalties, att workshop, benefit commencement date, benefits help, Verizon Pension

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Your health insurance coverage probably came in handy several times over the past year. It all seemed so simple at the time--you paid a deductible, and your insurance usually kicked in the rest. But what do you do at tax time? Just what are you taxed on, and what can you deduct on your federal income tax return?

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Contemplating Bankruptcy

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, Hewitt, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, PG&E, Seminar, 401K, 401K.com, age penalties, Alex Mele, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date

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Contemplating Bankruptcy

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Opening the Door to Homeowners Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, PG&E, The Retirement Group LLC, 401K, 72t, Age Penalties, age penalties, AT&T seminar, att workshop

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Your home is your castle, so the saying goes. And you're going to want to protect it. Homeowners insurance can give you just the protection you need. It provides coverage if your home is damaged or destroyed. It also covers your family's possessions and provides you with compensation for liability claims, medical expenses, and other expenditures that result from property damage and bodily injury suffered by others.

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HMOs and PPOs: What's the Difference?

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, PG&E, Retired, The Retirement Group LLC, 401K, 72T, 72t, Age Penalties, age penalties, AT&T seminar, benefit commencement date, benefits help

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Deciding What to Do with Your 401(k) Plan When You Change Jobs

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Financial Planning, Lump Sum, Northrop Grumman, Option 1 withdrawal, PG&E, Retired, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, AT&T seminar, att workshop

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Deciding What to Do with Your 401(k) Plan When You Change Jobs

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Money & Taxes After Marriage

Feb 3, 2019 9:00:44 AM / by The Retirement Group (800) 900-5867 posted in financial freedom, Financial Planning, Money, money management, PG&E, 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

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