Financial Intel Monthly

Can You Avoid a Layoff?

Nov 11, 2019 2:00:00 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, Option 1 Withdrawal, Pension, Pension Options, Retirement, Retirement Planning, Verizon, 401K, 401k, 72t, Age Penalties, age penalties, AT&T Pension, Benefit Commencement Date, Workshops, Verizon Workshop, TRG

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You may be a dedicated employee who has worked for the same employer for many years, yet you still may be susceptible to getting laid off. Sometimes getting laid off is inevitable, but rarely does a company lay off all of its workers. Usually, it retains those who are most valuable and offer the greatest benefit, sometimes at the least cost. Fortunately, there may be some things you can do to make the decision to lay you off a little harder.
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529 College Savings Plans

Mar 2, 2019 8:40:03 AM / by The Retirement Group (800) 900-5867 posted in Chevron, ExxonMobil, Northrop Grumman, PG&E, The Retirement Group LLC, 401K, 401k, 401K.com, 72T, 72t, access.att, AT&T 401K, Benefit Commencement Date, benefit commencement date, Verizon Workshop

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Understanding the Net Investment Income Tax

Mar 1, 2019 5:01:27 PM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, Northrop Grumman, PG&E, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, AT&T Pension, att workshop, Workshops, Verizon Workshop, VZ

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The Roth 403(b)

Feb 26, 2019 7:01:01 AM / by The Retirement Group (800) 900-5867 posted in Early Retirement, Economic Report, financial freedom, Financial Planning, In Service Withdrawal, income, invest, ira, Lump Sum, Pension Options, priorities, retirement planning, 401k, 72T, 72t, access.att, age penalties, AT&T seminar, att workshop, Best adviser, Verizon Workshop

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Women and Money: Taking Control of Your Finances.

Feb 25, 2019 1:28:07 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, ERB, ExxonMobil, financial freedom, income, PG&E, savings, taxes, 401k, 72T, access.att, Age Penalties, age penalties, AT&T 401K, Benefit Commencement Date, benefit commencement date, Best adviser, Verizon Workshop

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As a woman, you have financial needs that are unique to your situation in life. Perhaps you would like to buy your first home. Maybe you need to start saving for your child's college education. Or you might be concerned about planning for retirement. Whatever your circumstances may be, it's important to have a clear understanding of your overall financial position.

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Tax Tips: Long-Term Care Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Exxon Mobil, Financial Planning, In Service Withdrawal, Lump Sum, Northrop Grumman, Option 1 withdrawal, PBGC, Seminar, The Retirement Group LLC, 401K, 401k, 72t, age penalties, AT&T Pension, att workshop, benefit commencement date, Verizon Pension, Verizon Workshop

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Tax Tips: Long-Term Care Insurance

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Traditional Whole Life Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in Chevron, Financial Planning, In Service Withdrawal, Northrop Grumman, Option 1 withdrawal, Pension Options, Retired, Seminar, The Retirement Group LLC, 401K.com, 72t, age penalties, AT&T Pension, Verizon Workshop

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Traditional Whole Life Insurance

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Where to Get Health Insurance

Feb 19, 2019 5:20:00 AM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, Financial Planning, In Service Withdrawal, NGC, Northrop Grumman, Option 1 withdrawal, Pension Options, Retired, Seminar, The Retirement Group, The Retirement Group LLC, Verizon, 401K, 401K.com, 72t, Age Penalties, age penalties, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Verizon Workshop

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You probably recognize the importance of having adequate health insurance for yourself and your family. But are you aware of all your options, and do you understand them well enough to make the right choices? If not, a crash course in the most common sources of health insurance may be helpful.

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INHERITING AN IRA

Feb 18, 2019 6:20:00 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, Chevron, erik Larsen, ESRO, ExxonMobil, In Service Withdrawal, ira, Jeremy Keating, Jon Guay, Justin Irving, Lump Sum, Matt Nelson, Michael Tomren, Money, netbenefits, Pension Options, resources.hewitt, The Retirement Group, The Retirement Group LLC, 401K, 72T, 72t, Alex Mele, Verizon Workshop

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Make sure you pay attention to the rules.

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Inflation-Fighting TIP

Feb 18, 2019 2:20:16 PM / by The Retirement Group (800) 900-5867 posted in CAM Annuity, hr1stop, In Service Withdrawal, Lump Sum, Monarch, Option 1 withdrawal, Pension, The Retirement Group, The Retirement Group LLC, AT&T Pension, benefit commencement date, Best adviser, Workshops, Verizon Workshop

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chart graph hand paper

It's easy to see how inflation affects your daily life. Gas prices are higher. Electric bills are steeper. Wallets are thinner. But what inflation does to your investments isn't always as obvious. Let's say your money is earning 4% and inflation is running between 3% and 4% (its historical average). That means your so-called "real return"--the stated return minus inflation--is only 1% at best. After you subtract any account fees, taxes, and other expenses, you could actually end up with a negative number. What can you do to keep from losing the race against inflation? One way is to buy investments that are designed to keep pace automatically.

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