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Social Security
ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information Apr 01, 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
Four Reasons You Should Maximize Catch-Up Contributions in Your Retirement Accounts Mar 31, 2020

Four Reasons You Should Maximize Catch-Up Contributions in Your Retirement Accounts

When it comes to funding a 401(k), IRA, Roth IRA or any other defined contribution plan, the IRS has several rules and provisions regarding when and how much you can contribute. But while many people are aware of their maximum contribution limits, few understand the specific rules and exceptions provided to those over the age of 50.

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Social Security
Stock Market Update- March 24, 2020 Mar 27, 2020

Stock Market Update- March 24, 2020

After Selling Exhaustion, Look for Rallies and Re-Tests

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Social Security
The SECURE Act's Impact on You Mar 24, 2020

The SECURE Act's Impact on You

Certain tactics for tax and estate strategies have been curtailed, and people who had been considering these tactics will now have to look elsewhere. That makes this an excellent time to review the options regarding the beneficiaries of all your retirement accounts.

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Social Security
Why You Shouldn’t Try To Time The Market Mar 17, 2020

Why You Shouldn’t Try To Time The Market

We are in unprecedented times. The emergence of COVID-19 has wreaked havoc on the financial markets. We’ve seen now three days in the last few weeks where trading was halted because the markets dropped below the 7% trigger. While we struggle to come to terms with the unknown, many investors are tempted to sell their holdings out of fear. Here‘s why you shouldn’t.

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Social Security
February 2020 Chevron Segment Rate Summary Mar 13, 2020

February 2020 Chevron Segment Rate Summary

February 2020 Chevron segment rate summary

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Social Security
What Investors Need To Know About the Recent Selloff Mar 10, 2020

What Investors Need To Know About the Recent Selloff

We often say that volatility is the price investors pay for long-term gains. But it doesn’t make it any easier to stomach when markets are down double digits and the headlines are increasingly frightening.

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Social Security
Debt and Wealth Accumulation Mar 03, 2020

Debt and Wealth Accumulation

There is an array of information regarding the use of debt when it comes to financial planning. Most of the articles are geared toward debt management, debt repayment and using debt to obtain assets currently out of reach. While each of these topics are important and worth investigating, I want to focus on how debt, specifically unnecessary debt, can profoundly impact wealth accumulation.

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Social Security
Part 5: Segment rates compared to the Moody’s Seasoned Baa Corporate Yield Feb 25, 2020

Part 5: Segment rates compared to the Moody’s Seasoned Baa Corporate Yield

Check out Part 5 as we wrap up our lump sum correlation series.

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