Financial Intel Monthly

Market Week: November 4, 2019

Nov 4, 2019 2:57:31 PM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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The Markets (as of market close November 1, 2019)

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Market Month: October 2019

Nov 4, 2019 2:46:37 PM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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The Markets (as of market close October 31, 2019)

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It Isn’t Too Late to Save for Retirement

Nov 4, 2019 3:28:56 AM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser, Workshops

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If you’re 40 or 50 and haven’t begun, you must make the effort.

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The Habit | Video

Nov 4, 2019 3:07:13 AM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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The Habit

This material was prepared by Broadridge Investor Communication Solutions, Inc., and does not necessarily represent the views of The Retirement Group or FSC Financial Corp. This information should not be construed as investment advice. Neither the named Representatives nor Broker/Dealer gives tax or legal advice. All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. The publisher is not engaged in rendering legal, accounting or other professional services. If other expert assistance is needed, the reader is advised to engage the services of a competent professional. Please consult your Financial Advisor for further information or call 800-900-5867.

The Retirement Group is not affiliated with nor endorsed by fidelity.com, netbenefits.fidelity.com, hewitt.com, resources.hewitt.com, access.att.com, ING Retirement, AT&T, Qwest, Chevron, Hughes, Northrop Grumman, Raytheon, ExxonMobil, Glaxosmithkline, Merck, Pfizer, Verizon, Bank of America, Alcatel-Lucent or by your employer. We are an independent financial advisory group that specializes in transition planning and lump sum distribution. Please call our office at 800-900-5867 if you have additional questions or need help in the retirement planning process.

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Earthquake Insurance

Nov 1, 2019 12:45:04 PM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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Most homeowners policies have very limited coverage for earthquake damage--excluding direct loss from earth movement but covering loss by a subsequent fire, explosion, breakage of glass, or theft. As a result, if you live in an area prone to earthquakes, you may want to purchase additional coverage with earthquake insurance.

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Dealing with the Damage: The Auto Repair Process

Nov 1, 2019 12:29:21 PM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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Anyone who has been involved in a car accident knows that it is a stressful event. And the added pressure of getting your car fixed certainly doesn't make things any easier. Fortunately, knowing how the auto repair process works can make things go more smoothly for you.

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Life Insurance: Do You Need It?

Oct 31, 2019 12:41:27 PM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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At some point in your life, you'll probably be faced with the question of whether you need life insurance. Life insurance is a way to protect your loved ones financially after you die and your income stops. The answer to whether you need life insurance depends on your personal and financial circumstances.

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Professional Liability Coverage

Oct 31, 2019 12:27:42 PM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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Professional liability coverage protects you if you're sued for the work or advice provided by your business. You may also hear this coverage referred to as errors and omissions insurance or malpractice insurance. In more legalistic terminology, professional liability insurance covers you for things like breach of duty, negligence, misstatement, omissions, and wrongful acts.

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Coping with Medical Bills

Oct 30, 2019 12:44:36 PM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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A single procedure or trip to the hospital can fill your mailbox with stacks of bills. These can come from hospitals, doctors, pharmacies, emergency rooms, labs, and many others. The stress involved with handling all of this paperwork can be almost as overwhelming as the illness or injury itself. If your medical bills start to pile up faster than you can pay them, don't wait for a crisis to occur before doing something about it.

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Offering Group Disability Insurance

Oct 30, 2019 11:54:34 AM / by The Retirement Group (800) 900-5867 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, Retirement, retirement planning, The Retirement Group, Verizon, 401K, 72t, age penalties, benefit commencement date, Workshops

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Group disability insurance is a single disability policy that covers many people (a group) who have a common interest or association, such as an employer, a trade, or a school affiliation. When your business offers a group disability plan to its employees, it must choose a specific range of coverage, a funding method for the plan, and the eligibility criteria for participants. The cost of group coverage is often less expensive than the cost of individual coverage, making it an attractive benefit for employees.

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