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Retirement Insights

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Social Security
Maximizing Your Guaranteed Income Streams in Retirement Oct 20, 2020

Maximizing Your Guaranteed Income Streams in Retirement

When you start planning for your retirement, the biggest question most people have is, “Will I be able to outlive my money in retirement?”

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Social Security
ConocoPhillips (COP) and Phillips 66 (P66) Retirement Plan Interest Rate Information Oct 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
September 2020 Chevron Segment Rate Summary Oct 19, 2020

September 2020 Chevron Segment Rate Summary

Did your Chevron lump sum go up or down this month?

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Social Security
Have You Lost the Employer Match? Other Ways to Make the Most of the After-Tax Provisions of Your 401(k) Plan. Oct 13, 2020

Have You Lost the Employer Match? Other Ways to Make the Most of the After-Tax Provisions of Your 401(k) Plan.

It’s important to know that losing the employer match, for those who are highly compensated, does not have to significantly alter your retirement savings rate.

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Social Security
A Key to a Successful Retirement: Analyze Your Projected Spending Oct 06, 2020

A Key to a Successful Retirement: Analyze Your Projected Spending

How much will you spend in retirement? It's a difficult question to answer but read on for some tips that may help you.

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Social Security
Retiring Early, Part II: The Affordable Care Act Sep 30, 2020

Retiring Early, Part II: The Affordable Care Act

In the second part of our two-part series, we'll explore the Affordable Care Act, its costs and what it might mean for you if you retire early.

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Social Security
Looking to Preserve Your Legacy? 5 Strategies for Making Wealth Last Sep 22, 2020

Looking to Preserve Your Legacy? 5 Strategies for Making Wealth Last

With planning and diligence there are steps you can take to help make your wealth last.

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Social Security
Net Unrealized Appreciation Sep 15, 2020

Net Unrealized Appreciation

Net Unrealized Appreciation (NUA) can be a huge benefit to those thinking about retirement but it's important to understand how it works.

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Social Security
Volatility and the Missing Bullet Holes Sep 08, 2020

Volatility and the Missing Bullet Holes

With the election drawing near and the pandemic continuing, we could be in for a bumpy ride.

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