Financial Intel Monthly

Conducting a Home Inventory

Feb 18, 2019 7:31:08 AM / by The Retirement Group (800) 900-5867 posted in booking, business, financial freedom, marketing potential, Money, retirement planning, success, The Retirement Group, wealth

0 Comments

A home inventory is a complete and detailed written list of all your personal property that's located in your home and stored in other structures like garages and toolsheds. It should include your possessions as well as those of family members and others living in your home. You should prepare an inventory whenever you move into a new home. To keep track of new additions and discarded items, be sure to update it every year.

Read More

Indexed Annuities

Dec 30, 2018 12:58:45 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Economic Report, ExxonMobil, Financial Planning, In Service Withdrawal, Interest, Lump Sum, Northrop Grumman, success, 401K, 401k, access.att, Assets, att workshop, benefit commencement date

0 Comments



Read More

The 4% Withdrawal Rule

Dec 26, 2018 12:28:10 PM / by The Retirement Group (800) 900-5867 posted in bonds, crytocurrency, equities, financial freedom, invest, Profit, Retirement, stocks, success, The Retirement Group, bitcoin, wallstreet

0 Comments


The 4% rule has received a lot of attention recently, as recent market woes of the past 18 years – from the tech crash of 2000 to the global financial crisis of 2008 – have pressured both market returns and increased volatility in the portfolios of retirees.

Read More

Check the background of this investment professional on FINRA BrokerCheck

Subscribe to Email Updates

Lists by Topic

see all

Posts by Topic

See all

Recent Posts