Financial Intel Monthly

Retirement Plan Considerations at Different Stages of Life

Feb 8, 2019 8:16:16 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Economic Report, ERB, financial freedom, Hewitt, In Service Withdrawal, income, investments, Money, Northrop Grumman, Retirement, savings, The Retirement Group LLC, top rated, Verizon, Verizon 401K, 401K, 401k, 72t, ATT, Verizon Seminar

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Common Factors Affecting Retirement Income

Jan 20, 2019 2:34:38 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ESRO, Financial Planning, Monarch, resources.hewitt, Retirement, The Retirement Group LLC, Verizon 401K, 401K.com, age penalties, ATT, AT&T seminar, benefit commencement date, Best adviser, Workshops

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Changing Jobs? Take Your 401(k) and Roll It

Jan 7, 2019 12:20:40 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ESRO, ExxonMobil, financial education, financial freedom, Financial Planning, loans, Qwest, retirement planning, The Retirement Group LLC, Verizon, Verizon 401K, 72t, access.att, AT&T seminar, benefit commencement date, Best adviser, Workshops, Verizon Workshop

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If you've lost your job, or are changing jobs, you may be wondering what to do with your 401(k) plan account. It's important to understand your options.

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Balancing Your Investment Choices with Asset Allocation

Jun 16, 2016 3:08:01 PM / by The Retirement Group (800) 900-5867 posted in Chevron, ERB, Exxon Mobil, Financial Planning, Northrop Grumman, Verizon 401K, 401K, 401k, 72T, 72t, age penalties, AT&T 401K, AT&T seminar, Benefit Commencement Date, Verizon Seminar, Verizon Workshop

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A chocolate cake. Pasta. A pancake. They're all very different, but they generally involve flour, eggs, and perhaps a liquid. Depending on how much of each ingredient you use, you can get very different outcomes. The same is true of your investments. Balancing a portfolio means combining various types of investments using a recipe that's appropriate for you. 

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Why 2014 May Be a Very Good Year by John Jastremski

Jan 11, 2014 9:51:50 AM / by The Retirement Group (800) 900-5867 posted in Retirement, The Retirement Group, The Retirement Group LLC, Verizon 401K, 401K, 401k, 72T, access.att, Age Penalties, age penalties, Alex Mele, AT&T Pension, benefit commencement date, Best adviser, Verizon Workshop

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More improvement may be in store for the economy & the stock market.  

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Your Annual Financial To Do List 2014

Nov 20, 2013 12:40:42 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, Pension Options, Verizon 401K, 401K, 401k, 72T, age penalties, ATT, AT&T 401K, AT&T Pension, benefit commencement date, Verizon Workshop

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Things you can do before & for 2014.     
                

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How Much Health Care Reform Will We See By 2014? by John Jastremski

Aug 27, 2013 10:19:04 AM / by The Retirement Group (800) 900-5867 posted in ExxonMobil, Financial Planning, In Service Withdrawal, Michael Tomren, netbenefits, The Retirement Group, The Retirement Group LLC, Verizon 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, AT&T seminar

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How Much Health Care Reform Will We See By 2014?

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Counting on Your Husband's Retirement Income? Three Things Women Should Know

Feb 25, 2013 7:41:42 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Economic Report, ESRO, Exxon Mobil, Financial Planning, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1, Option 1 withdrawal, Qwest, Retired, The Retirement Group, Verizon 401K, 72T, Age Penalties, att workshop, benefit commencement date, Best adviser

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Women face special challenges when planning for retirement. According to the Department of Labor,1 women are more likely than men to work in part-time jobs that don't qualify for a retirement plan. And women are more likely to interrupt their careers (or stay out of the workforce altogether) to raise children or take care of other family members. As a result, women generally work fewer years and save less, leaving many to rely on their husbands' savings and benefits to carry them both through retirement.

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Investment Tax Planning

Apr 2, 2012 11:58:23 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ERB, Exxon Mobil, In Service Withdrawal, Northrop Grumman, PG&E, The Retirement Group, The Retirement Group LLC, Verizon 401K, 401K, 401k, AT&T Pension, benefit commencement date, Verizon Pension

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Introduction

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Estimating Your Retirement Income Needs

Nov 2, 2011 7:00:05 AM / by The Retirement Group (800) 900-5867 posted in Financial Planning, In Service Withdrawal, Seminar, The Retirement Group LLC, Verizon 401K, 401K, 401k, 401K.com, 72T, 72t, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, benefits help, Best adviser, Verizon Workshop

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You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

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