Financial Intel Monthly

Tax-Deferred Annuities: Are They Right for You?

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Financial Planning, In Service Withdrawal, Jeremy Keating, Lump Sum, Michael Tomren, Northrop Grumman, Option 1 withdrawal, Pension Options, Retired, Seminar, 401K, 72t, access.att, age penalties, benefit commencement date, benefits help

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Junction, City, Aerial View, Urban, Road

Tax-deferred annuities can be a valuable tool, particularly for retirement savings. However, they are not appropriate for everyone.

Five questions to consider

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Medicare

Dec 30, 2019 12:45:00 PM / 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, resources.hewitt, Retired, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401k, age penalties, AT&T Pension, AT&T seminar, benefit commencement date

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Skyline, Skyscraper, Skyscrapers

Medicare is a federal program that provides health insurance to retired individuals, regardless of their medical condition. Here are some basic facts about Medicare that you should know.

What does Medicare cover?

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Health Insurance in Retirement

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Exxon Mobil, ExxonMobil, Financial Planning, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension, Pension Options, Retired, The Retirement Group, The Retirement Group LLC, 401K, 401K.com, age penalties, AT&T Pension, AT&T seminar, benefit commencement date, Best adviser, Verizon Pension

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At any age, health care is a priority. When you retire, however, you will probably focus more on health care than ever before. Staying healthy is your goal, and this can mean more visits to the doctor for preventive tests and routine checkups. There's also a chance that your health will decline as you grow older, increasing your need for costly prescription drugs or medical treatments. That's why having health insurance is extremely important.

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Types of Life Insurance Policies

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, Financial Planning, In Service Withdrawal, Monarch, Northrop Grumman, Option 1 withdrawal, Retired, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, access.att, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Verizon Pension, Verizon Seminar

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You know that you need life insurance. However, with the wide variety of insurance policies available, you may find choosing the right one difficult. It's really not as confusing as it seems, however, once you understand the basic types of life insurance policies.

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Buying Supplemental Health Insurance: Medigap

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, netbenefits, Northrop Grumman, Option 1 withdrawal, PG&E, Retired, The Retirement Group, The Retirement Group LLC, Verizon, age penalties, AT&T Pension, AT&T seminar, att workshop, Benefit Commencement Date, benefit commencement date, benefits help

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Buying Supplemental Health Insurance: Medigap

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Estate Planning: An Introduction

Dec 30, 2019 12:41:00 PM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, resources.hewitt, Retired, Seminar, The Retirement Group LLC, Age Penalties, age penalties, AT&T Pension, att workshop, benefit commencement date

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By definition, estate planning is a process designed to help you manage and preserve your assets while you are alive, and to conserve and control their distribution after your death according to your goals and objectives. But what estate planning means to you specifically depends on who you are. Your age, health, wealth, lifestyle, life stage, goals, and many other factors determine your particular estate planning needs. For example, you may have a small estate and may be concerned only that certain people receive particular things. A simple will is probably all you'll need. Or, you may have a large estate, and minimizing any potential estate tax impact is your foremost goal. Here, you'll need to use more sophisticated techniques in your estate plan, such as a trust.

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Insuring a Condo or Co-Op

Nov 8, 2019 2:15:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retired, Retirement, Retirement Planning, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72t, Age Penalties, age penalties, AT&T seminar, att workshop, Benefit Commencement Date, benefit commencement date, Best adviser, Workshops, Verizon Pension, TRG

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Tapping the Equity in Your Home

Nov 7, 2019 2:15:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retired, Retirement, Retirement Planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72T, Age Penalties, Benefit Commencement Date, benefit commencement date, Workshops, TRG

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Over time, the value of your home has grown and your mortgage balance has been reduced (or even eliminated). The equity (the property's value minus any liens against it) you now have in your home is a reservoir of funding potential. You may decide to tap into it for various purposes, such as remodeling your home, paying off high-interest loans or credit card debt, buying a car, or sending your child to college.

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Trust Basics

Nov 6, 2019 2:00:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 Withdrawal, Pension, Pension Options, Retired, Retirement, Retirement Planning, Seminar, The Retirement Group LLC, Verizon, 401K, 72t, age penalties, ATT, AT&T seminar, Benefit Commencement Date, benefit commencement date, Workshops, TRG

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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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