Financial Intel Monthly

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

0 Comments


 

Read More

Financial Planning--Helping You See the Big Picture

Jun 10, 2019 9:12:14 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Financial Planning, Lump Sum, Pension Options, PG&E, resources.hewitt, Retired, 401K, 72t, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, Best adviser, Verizon Seminar

0 Comments

Financial Planning--Helping You See the Big Picture

Read More

Common Factors Affecting Retirement Income

Feb 24, 2019 3:49:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, credit score, Economy, ExxonMobil, income, investing, life savings, retirement planning, taxes, 401K, 72T, Age Penalties, age penalties, ATT, AT&T 401K, AT&T seminar, benefit commencement date, Best adviser, Verizon Seminar

0 Comments


When it comes to planning for your retirement income, it's easy to overlook some of the common factors that can affect how much you'll have available to spend. If you don't consider how your retirement income can be impacted by investment risk, inflation risk, catastrophic illness or long-term care, and taxes, you may not be able to enjoy the retirement you envision.

Read More

Women: Planning for the Financial Impact of Children

Feb 19, 2019 8:37:51 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, credit score, Economy, ExxonMobil, family, financial freedom, Financial Planning, home owner, income, investing, life savings, Lump Sum, Northrop Grumman, Option 1 withdrawal, priorities, retirement plan, Seminar, 401K, 401k, 72t, age penalties, ATT, AT&T Pension, Verizon Seminar

0 Comments

baby in white onesie

Children are a special blessing and their arrival brings boundless love and joy into our lives that you can't put a price on. But adding a child to the household impacts the family budget--and women especially—in very measurable ways. Whether this is your first child or your fourth, here are some financial matters to think about and plan for before and after baby arrives.

Read More

Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ExxonMobil, Financial Planning, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 withdrawal, Pension Options, Retired, Seminar, The Retirement Group, The Retirement Group LLC, 401K, 401K.com, age penalties, AT&T Pension, att workshop, benefit commencement date, Workshops, Verizon Seminar

0 Comments


Buying a New Car? Asking These Questions Might Save You Money on Your Auto Insurance

Read More

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

0 Comments



Read More

Don't Let Your Retirement Savings Goal Get You Down

Jan 23, 2019 9:00:35 AM / by The Retirement Group (800) 900-5867 posted in ESRO, Exxon Mobil, ExxonMobil, Financial Planning, NGC, Northrop Grumman, Option 1 withdrawal, Pension, Seminar, Verizon, 401K, 401k, access.att, age penalties, AT&T 401K, AT&T Pension, Verizon Seminar

0 Comments

black dart pink attach on yellow green and red dart board


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

0 Comments

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

Net Unrealized Appreciation: The Untold Story

Jan 5, 2019 7:39:02 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Economic Report, ExxonMobil, In Service Withdrawal, Lump Sum, The Retirement Group LLC, 401k, 72t, Age Penalties, AT&T Pension, AT&T seminar, Best adviser, Workshops, Verizon Seminar

0 Comments


If you participate in a 401(k), ESOP, or other qualified retirement plan that lets you invest in your employer's stock, you need to know about net unrealized appreciation--a simple tax deferral opportunity with an unfortunately complicated name.

Read More

First-Time Homebuyer Tax Credit

Nov 1, 2017 8:10:09 AM / by The Retirement Group (800) 900-5867 posted in credit, ExxonMobil, financial freedom, Money, Option 1 withdrawal, Pension Options, Retirement, stocks, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 401K.com, AT&T 401K, att workshop, benefit commencement date, Verizon Seminar, Verizon Workshop

0 Comments

architectural design architecture blue sky bungalow

Introduction

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