Financial Intel Monthly

Distribution Funds: Putting Income on Autopilot

Feb 6, 2019 9:00:52 AM / by The Retirement Group (800) 900-5867 posted in ERB, Financial Planning, Hewitt, NGC, Northrop Grumman, Option 1, Pension, Pension Options, Specialist, top rated, 401k, 72T, ATT, Best adviser

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view from helicopter cockpit

As baby boomers retire, they begin to focus less on accumulating assets and more on how those assets can be converted into an ongoing stream of income. Distribution funds are one way to simplify that process.

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Holding Equities for the Long Term: Time Versus Timing

Dec 30, 2018 8:05:34 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Northrop Grumman, Specialist, The Retirement Group, The Retirement Group LLC, top rated, 401k, 72T, ATT, AT&T seminar, att workshop

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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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Setting and Targeting Investment Goals

Aug 5, 2016 8:07:17 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, EIPP, ERB, Hewitt, hr1stop, Lump Sum, Monarch, Northrop Grumman, Option 1, Pension Options, Retirement, Specialist, The Retirement Group LLC, top rated, 72t, access.att, att workshop, Benefit Commencement Date, Best adviser, Verizon Seminar

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battle black board game chess

Go out into your yard and dig a big hole. Every month, throw $50 into it, but don't take any money out until you're ready to buy a house, send your child to college, or retire. It sounds a little crazy, doesn't it? But that's what investing without setting clear-cut goals is like. If you're lucky, you may end up with enough money to meet your needs, but you have no way to know for sure.

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Nonprofit Boards: New Challenges and Responsibilities

Jul 29, 2016 2:25:19 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, netbenefits, Northrop Grumman, Specialist, The Retirement Group, top rated, Verizon, 401k, 72t, access.att, ATT, AT&T 401K, AT&T Pension, att workshop, Best adviser, Workshops

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The Individual 401(k)

May 26, 2016 9:23:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, Hewitt, Northrop Grumman, resources.hewitt, Retirement, Specialist, The Retirement Group, 401K, 72T, att workshop, benefit commencement date, Verizon Seminar

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If you're self-employed or own a small business, you've probably considered establishing a retirement plan. If you've done your homework, you likely know about simplified employee pensions (SEPs) and savings incentive match plans for employees (SIMPLE) IRA plans. These plans typically appeal to small business owners because they're relatively straightforward and inexpensive to administer. What you may not know is that in many cases an individual 401(k) plan (which is also known by other names such as a solo 401(k) plan, an employer-only 401(k) plan, a single participant 401(k) plan, or a mini 401(k) plan) may offer a better combination of benefits.

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How much retirement income will you really need?

Jan 30, 2013 7:47:53 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Financial Planning, Lump Sum, Pension Options, Retired, Retirement, Retirement Planning, Specialist, 401K, age penalties, Best adviser, Workshops

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HOW MUCH RETIREMENT INCOME WILL YOU REALLY NEED?

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Leaving a Legacy

Jan 18, 2012 7:17:07 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Financial Planning, Hewitt, Retired, Specialist, The Retirement Group, The Retirement Group LLC, 401K, AT&T Pension, benefit commencement date, Best adviser

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Leaving a Legacy 

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Choosing Your State of Domicile

Nov 25, 2011 10:28:30 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, Lump Sum, Option 1 withdrawal, Specialist, The Retirement Group, 401k, AT&T seminar, att workshop, Best adviser

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Choosing Your State of Domicile

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Considering an Offer to Retire Early: Should You Take It?

Sep 15, 2011 12:55:01 PM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, Financial Planning, hr1stop, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, Pension Options, Seminar, Specialist, The Retirement Group, The Retirement Group LLC, 401k, 72T, 72t, age penalties, ATT, AT&T Pension, att workshop, Best adviser

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Considering an Offer to Retire Early: Should You Take It?

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