03/31/2020
We hope this writing finds you in good spirits and staying safe from the Coronavirus (COVID-19). As you know, we are living in some very taxing times and I mean that literally. Since the pandemic, things in the tax world and each of our personal lives have been very fluid and feels as if they are changing daily.
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
”We are not in Kansas anymore”
The wizard of Oz
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
“We simply attempt to be fearful when others are greedy, and greedy when others are fearful.”
Warren Buffett
Our periodic communication that reminds you to ask, “Should I react to those headlines?”
Just Can’t Take It Anymore
“NO, we ain’t gonna take it.”
Westlake Chemical provides a full suite of benefits from medical and dental to disability, 401k savings plan, and life insurance. We have found that clients are most curious to learn about how to integrate their current savings rate and 401k match into their overall financial situation and eventual retirement preparedness.
Do you know what IRMAA is and how it may impact your Medicare Part B and Medicare Prescription drug coverage premiums? If you stick around until the end, I’ll tell you 3 things to do to avoid getting hit by IRMAA.
If retirement is on your mind, the big question probably goes something like this, “Should I take my pension as a lump sum or a monthly payment?” In this article we’re going to look at a hypothetical company’s pension plan benefits and help you figure out if you should pursue the pension plan or the lump sum options.
We recently found out that Shantelle Palermo, a team leader with our company, will see her son off to college this fall at Louisiana College at Pineville. He’ll be playing football for the Wildcats!
Most of what we do or have done here at Advisor.Investments has come through two decades of experience working with families going through the ExxonMobil retirement plan and its process. Here are some retirement planning tips for ExxonMobil employees who are wondering what you should know about retiring from ExxonMobil.
We see many of our friends at Entergy Louisiana Station confronted by a perplexing situation as the company will not renew its power plant operating contract with ExxonMobil. Here’s what we know about the upcoming change and what we anticipate to be the questions that our friends at Entergy may be asking.
FAQs for our Friends at Entergy
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