Financial Intel Monthly

6 Steps to Get Out of Debt.

Jan 27, 2019 9:00:52 AM / by The Retirement Group (800) 900-5867 posted in debt free, financial freedom, Financial Planning, invest, stock market, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, wallstreet

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Why not plan to lighten your financial burden?

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Common Stock vs. Preferred Stock

Jan 21, 2019 7:41:21 AM / by The Retirement Group (800) 900-5867 posted in financial freedom, Financial Planning, income, invest, Money, Retired, Retirement, retirement planning, stock, stocks, The Retirement Group, 401k, 401K.com, 72T, access.att, Age Penalties, wallstreet

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The Retirement Income Gender Gap: Dealing with a Shortfall

Jan 13, 2019 9:00:57 AM / by The Retirement Group (800) 900-5867 posted in bonds, financial freedom, Financial Planning, investing, real estate, retirment, savings, stock, The Retirement Group, The Retirement Group LLC, wallstreet, wage gap

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When you determine your retirement income needs, you make your projections based on the type of lifestyle you plan to have and the desired timing of your retirement. However, you may find that reality is not in sync with your projections, and it looks like your retirement income will be insufficient to meet your estimated expenses during retirement. This is called a projected income shortfall.

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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

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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.

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Handling Market Volatility

Jan 10, 2019 10:30:31 AM / by The Retirement Group (800) 900-5867 posted in bonds, CAM Annuity, Early Retirement, Economy, financial freedom, Financial Planning, Hewitt, hr1stop, In Service Withdrawal, Interest, investments, Lump Sum, Money, netbenefits, Northrop Grumman, stock market, stocks, 401k, 72T, Age Penalties, allocation, AT&T Pension, benefit commencement date, Best adviser, wallstreet

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Conventional wisdom says that what goes up must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when your money is at stake. Though there's no foolproof way to handle the ups and downs of the stock market, the following common-sense tips can help.

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Retirement Planning With Health Care Expenses in Mind.

Jan 10, 2019 9:00:09 AM / by The Retirement Group (800) 900-5867 posted in bonds, family, financial freedom, health insurance, Retirement, stock, 401K, 401k, 401K.com, 72T, 72t, access.att, Age Penalties, age penalties, annuity, AT&T 401K, AT&T Pension, AT&T seminar, att workshop, benefit commencement date, Best adviser, medicare, wallstreet

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It is only wise to consider what Medicare won’t cover in the future.

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Investing In Bonds

Jan 7, 2019 2:37:20 PM / by The Retirement Group (800) 900-5867 posted in bonds, financial freedom, investments, Retirement, retirement plannign, revenue, stocks, taxes, The Retirement Group, wallstreet

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What Rising Interest Rates could mean for your Money

Dec 26, 2018 1:14:49 PM / by The Retirement Group (800) 900-5867 posted in financial freedom, Interest, invest, investing, Profit, rates, retirement planning, stock, The Retirement Group, wallstreet

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After years of keeping the benchmark federal funds rate at historic lows, the Federal Reserve has been raising it gradually. Controlling the interest rate is one way the FOMC attempts to control inflation and economic growth. The near-zero rates were an emergency measure, and gradual increases reflect greater confidence in the U.S. economy. However, rising rates can affect you as a consumer and investor.

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8 Tenets of Choosing a Mutual Fund

Dec 26, 2018 12:55:19 PM / by The Retirement Group (800) 900-5867 posted in bonds, capital, crytocurrency, financial freedom, forex, funds, investing, Money, mutual funds, stocks, The Retirement Group, wallstreet

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When hiring active managers, some advisors look for the star rating on Morningstar rather than using the criteria TRG recommends. We believe that advisors and investors should focus on active managers who skillfully allocate capital to their best investment ideas. Passive investment options are widely available to investors who want market returns with low fees. Active managers must add value and act in clients’ best interests by allocating capital to attractive investments to increase risk-adjusted returns and justify fees. We propose an alternative method to the Morningstar rating system that we believe provides structure that protects downside while maintaining significant performance upside.
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The 4% Withdrawal Rule

Dec 26, 2018 12:28:10 PM / by The Retirement Group (800) 900-5867 posted in bonds, crytocurrency, equities, financial freedom, invest, Profit, Retirement, stocks, success, The Retirement Group, bitcoin, wallstreet

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The 4% rule has received a lot of attention recently, as recent market woes of the past 18 years – from the tech crash of 2000 to the global financial crisis of 2008 – have pressured both market returns and increased volatility in the portfolios of retirees.

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