Financial Intel Monthly

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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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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Choosing a Beneficiary for Your IRA or 401(k)

Dec 30, 2019 12:45:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, netbenefits, Northrop Grumman, Option 1 withdrawal, Pension Options, PG&E, resources.hewitt, Retirement, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 401K.com, 72t, age penalties, AT&T Pension, AT&T seminar, benefit commencement date, benefits help, Verizon Pension

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Selecting beneficiaries for retirement benefits is different from choosing beneficiaries for other assets such as life insurance. With retirement benefits, you need to know the impact of income tax and estate tax laws in order to select the right beneficiaries. Although taxes shouldn't be the sole determining factor in naming your beneficiaries, ignoring the impact of taxes could lead you to make an incorrect choice.

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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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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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529 Plans: The Ins and Outs of Contributions and Withdrawals

Dec 10, 2019 4:00:00 PM / by The Retirement Group posted in CAM Annuity, Chevron, ERB, ESRO, ExxonMobil, Financial Planning, Hewitt, In Service Withdrawal, Lump Sum, Monarch, netbenefits, Northrop Grumman, Option 1 Withdrawal, Option 1 withdrawal, Pension, Pension Options, PG&E, Retirement, Retirement Planning, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 72T, 72t, Age Penalties, ATT, AT&T Pension, AT&T seminar, att workshop, Benefit Commencement Date, Workshops, Verizon Seminar, VZ, TRG

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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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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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