Financial Intel Monthly

Choosing an Income Tax Filing Status

Jan 12, 2019 10:12:46 AM / by The Retirement Group (800) 900-5867 posted in cash back, cash refunds, disposable, Economic Report, finance, Financial Planning, tax advantage, 401k, Age Penalties, benefit commencement date, benefits help, Best blog


Read More

Municipal Bond Basics

Jan 11, 2019 11:48:06 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Chevron, cryptocurrency, Economic Report, ERB, ExxonMobil, Financial Planning, Hewitt, hr1stop, investing, Money, Northrop Grumman, stocks, tax advantage, taxes, 401K, 72T, 72t, benefit commencement date, bitcoin


airport bank board business

Read More

Concentrated Stock Positions: Considerations and Strategies

Jan 11, 2019 12:42:37 AM / by The Retirement Group (800) 900-5867 posted in capital, Chevron, ExxonMobil, financial freedom, Financial Planning, Hewitt, In Service Withdrawal, investing, Money, Retirement Planning, shares, stock, stock market, tax advantage, taxes, The Retirement Group LLC, access.att, age penalties, AT&T 401K, benefit commencement date, benefits help, wallstreet, Verizon Seminar, Verizon Workshop


space grey ipad air with graph on brown wooden table

Whether you inherited a large holding, exercised options to buy your company's stock, sold a private business, hold restricted stock, or have benefitted from repeated stock splits over the years, having a large position in a single stock carries unique challenges. Even if the stock has done well, you may want more diversification, or have new financial goals that require a shift in strategy.

Read More

Check the background of this investment professional on FINRA BrokerCheck

TRG Guide

Subscribe to Email Updates

Lists by Topic

see all

Posts by Topic

See all

Recent Posts