Financial Intel Monthly

Finding Money to Pay College Bills Out of Pocket

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, ExxonMobil, Financial Planning, Northrop Grumman, Option 1 withdrawal, Qwest, Retired, Seminar, The Retirement Group LLC, 401K, 72t, age penalties, AT&T seminar, Benefit Commencement Date, benefit commencement date

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You've saved for your child's college education through the years, helped your child research schools, and supervised the application process. Now, thankfully, your child is in college. But you probably can't disappear just yet--there are still bills to pay. Maybe you underestimated exactly how much financial aid would cover. Or perhaps you knew all along that you'd have to use some of your own resources or take out more loans. In any case, you'll need to come up with some money soon. So where should you look?

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Changing Jobs? Take Your 401(k) and Roll It

Jan 7, 2019 12:20:40 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ESRO, ExxonMobil, financial education, financial freedom, Financial Planning, loans, Qwest, retirement planning, The Retirement Group LLC, Verizon, Verizon 401K, 72t, access.att, AT&T seminar, benefit commencement date, Best adviser, Workshops, Verizon Workshop

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man rich travel shopping

If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.

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Reaching Retirement: Now What?

Aug 16, 2016 11:22:14 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ERB, ExxonMobil, Financial Planning, Hewitt, Monarch, PPA, Qwest, Retirement, Seminar, Specialist, access.att, AT&T seminar, benefit commencement date, Best adviser, Verizon Workshop

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The Roth 401(k)

Aug 8, 2016 7:56:22 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ExxonMobil, Financial Planning, Lump Sum, Option 1 withdrawal, Qwest, 72T, age penalties, ATT, AT&T 401K, AT&T Pension, benefit commencement date, Best adviser

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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

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Sudden Wealth

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The Sequester Looms

Feb 28, 2013 11:26:11 AM / 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, Hewitt, In Service Withdrawal, Lump Sum, Monarch, netbenefits, NGC, Northrop Grumman, Option 1 Withdrawal, PBGC, Pension, Pension Options, PPA, Qwest, resources.hewitt, Retired, Retirement, Retirement Planning, RIF, Seminar, Texas Instrument, The Retirement Group, The Retirement Group LLC, Uncategorized, Verizon, 401k, 401K.com, 72T, access.att, ATT, Benefit Commencement Date, benefits help, Walter Reese, Workshops, Verizon Workshop, VZ

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If federal budget cuts occur March 1, how might they be felt economically?

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The Right Beneficiary

Feb 26, 2013 12:35:42 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Early Retirement, Economic Report, Economy, EIPP, EISP, ERB, ESRO, Exxon Mobil, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Monarch, netbenefits, NGC, Northrop Grumman, Option 1 Withdrawal, Option 1 withdrawal, PBGC, Pension, Pension Options, PPA, Qwest, resources.hewitt, Retired, Retirement, Retirement Planning, RIF, Seminar, Steve Boblis, Texas Instrument, The Retirement Group, The Retirement Group LLC, Uncategorized, Verizon, 401K, 401k, 401K.com, 72T, access.att, Age Penalties, ATT, AT&T Pension, AT&T seminar, Benefit Commencement Date, benefit commencement date, benefits help, Best adviser, Workshops, Verizon Workshop, VZ

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Who should inherit your IRA or 401(k)? See that they do.

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Counting on Your Husband's Retirement Income? Three Things Women Should Know

Feb 25, 2013 7:41:42 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Economic Report, ESRO, Exxon Mobil, Financial Planning, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1, Option 1 withdrawal, Qwest, Retired, The Retirement Group, Verizon 401K, 72T, Age Penalties, att workshop, benefit commencement date, Best adviser

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Women face special challenges when planning for retirement. According to the Department of Labor,1 women are more likely than men to work in part-time jobs that don't qualify for a retirement plan. And women are more likely to interrupt their careers (or stay out of the workforce altogether) to raise children or take care of other family members. As a result, women generally work fewer years and save less, leaving many to rely on their husbands' savings and benefits to carry them both through retirement.

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Family Limited Partnership: Estate Freeze Technique

Aug 23, 2011 10:10:40 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Financial Planning, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, Qwest, Seminar, 401K, 72t, access.att, age penalties, AT&T Pension, AT&T seminar, att workshop

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Family Limited Partnership: Estate Freeze Technique

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A COMPROMISE.

Jul 28, 2011 8:56:51 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, EISP, ExxonMobil, Frank Esposito, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, NGC, Northrop Grumman, Option 1 Withdrawal, Option 1 withdrawal, Pension Options, Qwest, resources.hewitt, 401K, 72T, 72t, access.att, Age Penalties, ATT, AT&T seminar, Benefit Commencement Date

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A COMPROMISE.

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