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Retirement Insights

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Social Security
The Power of Compounding Aug 11, 2020

The Power of Compounding

Perhaps the most fundamental concept for investors to master in the accumulation phase of their career is compounding returns.

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Social Security
Debt Repayment: The Snowball Strategy Aug 04, 2020

Debt Repayment: The Snowball Strategy

For better or worse, debt is an inescapable reality for most of us.

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Social Security
Financial Planning for Parents Aging at Home Jul 28, 2020

Financial Planning for Parents Aging at Home

If you ask older Americans where they want to live out their golden years, the answer you’ll get more often than not is “right here at home.” We break down how to make this a reality for them.

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Social Security
Special Needs Trusts: The Basics Jul 23, 2020

Special Needs Trusts: The Basics

Planning for the financial well-being of a family member with a disability can be challenging. Let's explore one tool that may help make it a bit easier.

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Social Security
ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information Jul 20, 2020

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information

ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information

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Social Security
June 2020 Chevron Segment Rate Summary Jul 17, 2020

June 2020 Chevron Segment Rate Summary

June 2020 Chevron lump sum newsletter

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Social Security
Making the Move: Downsizing to a Single-Earner Household Jul 14, 2020

Making the Move: Downsizing to a Single-Earner Household

While the decision to reduce your household income can be intimidating, with proper planning it can also be rewarding.

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Social Security
Estate Planning As You Age Jul 08, 2020

Estate Planning As You Age

As we get older, planning for the security of our loved ones after we die becomes more of a priority.

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Social Security
More Beneficiary Designation Pitfalls Jul 01, 2020

More Beneficiary Designation Pitfalls

Last week we discussed common pitfalls of beneficiary designations. This week's article will expand on that including additional pitfalls for those with young children.

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