Financial Intel Monthly

The Retirement Income Gender Gap: Dealing with a Shortfall

Jan 13, 2019 9:00:57 AM / by The Retirement Group (800) 900-5867 posted in bonds, financial freedom, Financial Planning, investing, real estate, retirment, savings, stock, The Retirement Group, The Retirement Group LLC, wallstreet, wage gap

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When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement. However, you may find that reality is not in sync with your projections, and it looks like your retirement income will be insufficient to meet your estimated expenses during retirement. This is called a projected income shortfall.

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What Happens If I Withdraw Money from My Tax-Deferred Investments Before Age 59½?

Jan 8, 2019 10:36:17 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Early Retirement, early retirement, Economic Report, Economy, family, financial education, health insurance, investment, military, Money, real estate, taxes, 401K, 401k, 72T, Age Penalties, benefits help, medicare

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Should You Put Your Home Into a Trust? The arguments for & against this estate planning decision

Aug 28, 2018 11:36:54 AM / by The Retirement Group (800) 900-5867 posted in family, financial freedom, love, real estate, retirement planning, 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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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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