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Retirement Insights

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Social Security
Big Changes Coming with Retirement Accounts? Jun 18, 2019

Big Changes Coming with Retirement Accounts?

Three important pieces of retirement legislation are currently in the works, and as a retiree or pre-retiree, this may be important to you.

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Social Security
May 2019 Chevron Segment Rate Summary Jun 17, 2019

May 2019 Chevron Segment Rate Summary

Did your Chevron lump sum go up or down this month? Find out in this month's newsletter.

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Social Security
Tax Implications at Retirement Jun 11, 2019

Tax Implications at Retirement

Many in the financial planning industry focus on retirement as a distant goal to be planned for, but what happens when it’s time to actually initiate retirement after a long career? For our clients there are often pension elections to be made, dispositions of company stock to be considered, and taxable bonuses or incentive stock units to be planned for.

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Social Security
The Sense in Staying Invested Jun 04, 2019

The Sense in Staying Invested

If you are constantly out of the market, attempting to time returns, you could hit a big market or miss a bad market, but you also could be missing all of the middle months that make up a potentially larger portion of the return.

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Social Security
Over-Weighted in Company Stock? Jun 03, 2019

Over-Weighted in Company Stock?

For many their concentrated equity position is the single largest risk to their overall wealth.

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Social Security
After-Tax 401(k) Contributions May 23, 2019

After-Tax 401(k) Contributions

One aspect of 401(k) plans seems to be routinely overlooked: after-tax (not Roth) contributions.

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Social Security
April 2019 Chevron Segment Rate Summary May 20, 2019

April 2019 Chevron Segment Rate Summary

Work for Chevron and want to know the latest interest rates for your lump sum? We have them.

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Social Security
Five Estate Planning Mistakes May 14, 2019

Five Estate Planning Mistakes

Be on the lookout for common mistakes that could be impactful to you and your loved ones years down the road.

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Social Security
Gone Phishing May 07, 2019

Gone Phishing

Keep your private information private. It just takes a little detective work and due diligence when reviewing your inbox.

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