Timothy Sumer

Do you know when the best time to retire is? Let The Retirement Group provide potential options! --------------------------------------------------------------------------------------------------------------------------- #retirement #planning #fortune500 #investing #inflation 1. LIKE our Facebook page: 2. VISIT our website: 3. FOLLOW our LinkedIn page for updates: Disclaimer: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under the management of advisors affiliated with The Retirement Group. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment Advisor Representative of & Advisory Services offered through

Is a Roth Conversion right for you? By converting some of your assets into IRA accounts they become non-taxable, potentially saving you a substantial amount of money. In this video, Michael Corgiat with The Retirement Group, discusses IRA strategies for corporate employees. 1. LIKE our Facebook page: 2. VISIT our website: 3. FOLLOW our LinkedIn page for updates: Disclaimer: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under the management of advisors affiliated with The Retirement Group. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment Advisor Representative of & Advisory Services offered through The

Joe Anderson - President of Pure Financial and from the Financial Radio Show, "Your Money, Your Wealth" - discusses strategies about the new Roth IRA provision in the Thrift Savings Plan IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Register Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. • Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. • All information is believed to be from reliable sources; however, we make no representation as to its completeness or accuracy. • Intended for educational purposes only and are not intended

If you company has recently frozen or ended its pension plan, you have some important decisions to make with your retirement. First of all, know that the money you have contributed to the plan is safe. If you have received notice of changes to your employer’s pension plan, it usually just means that no further contributions will be made to the plan. However, you are still entitled for what you have earned so far. What this means is that going forward, how you plan for retirement and manage your money in retirement, will change significantly. Instead of working to further increase your pension benefit, you will now need to save and invest in a retirement account such as a 401(k), or Roth IRA. You’ll need to plan to save enough in these accounts and invest it appropriately to create a portfolio that can sustain steady withdrawals over your retirement that replace the reduction in pension income you would have received. You may also receive a lump sum offer to cash ou

Wondering if there's a way to invest well during a time of high inflation and interest rates? Watch this video to learn the best way to invest during this time. 1. LIKE our Facebook page: 2. VISIT our website: 3. FOLLOW our LinkedIn page for updates: Disclaimer: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurred when assets are under the management of advisors affiliated with The Retirement Group. Therefore, the information presented here should only be relied upon when coordinated with individual professional advice. Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment Advisor Representative of & Advisory Services offered through The Retirement Group, LLC. The Retirement Group is not affiliated with Caterpillar. The Retirement Group 5414 Ober

It is important for ExxonMobil employees to understand their Pension Plan. Having knowledge of your plan can help ExxonMobil employees make critical decisions, like choosing a retirement date. -------------------------------------------------------------------------------------------------------------------- #ExxonMobil #Retirement #Pension #Planning 00:00 - Intro 00:11 - About TRG 02:36 - Pension Planning Overview 04:55 - Sources of Funds 05:46 - Exxon Defined Benefit Plan 12:54 - Defined Benefit Pension Formula 15:55 - Normal Retirement Age 25:10 - Exxon Interest Rates 27:17 - Closing Information, Disclosure, And Questions 1. LIKE our Facebook page: 2. VISIT our website: 3. FOLLOW our LinkedIn page for updates: Disclaimer: Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. Fees are incurr

How to Maximize your Retirement with Pension Income For Business Inquiries: rschultz@nwfadvisory.com For Financial Advice: Linkedin: Facebook: Twitter: About Rob Schultz: For over 20 years my passion has been working with physicians throughout the country to provide financial advice and services; From Residency through Retirement. Over the years, I have developed trusting and long-lasting relationships that mature with every physician’s unique growing practice. I have had the privilege of being a recognized and frequent speaker at residency programs in California, Nevada, & Arizona, which allows me to stay current on all of the challenges facing physicians. Financial Plans are unique to each physician and his or her area of practice. The typical client relationship encompasses a thorough initial meeting to assess your goals and needs. Recommendations are made to lead you down the path of accomplishing those objectives. A comprehensive investment plan is

Joe Anderson and "Big Al" Clopine from Pure Financial Advisors, Inc. in San Diego and Orange County, on this week's episode of Your Money, Your Wealth talk about the many mistakes that people make with their IRA accounts and how to avoid them… If you live in southern California and would like to schedule a free assessment with one of our CFP® professionals, copy/paste this link in your search bar: Make sure to subscribe to our channel for more helpful tips and stay tuned for the next episode of “Your Money, Your Wealth.” Channels & show times: IMPORTANT DISCLOSURES: • Investment Advisory and Financial Planning Services are offered through Pure Financial Advisors, Inc. A Registered Investment Advisor. • Pure Financial Advisors Inc. does not offer tax or legal advice. Consult with a tax advisor or attorney regarding specific situations. • Opinions expressed are subject to change without notice and are not intended as investment advice or to predict fu