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Fear of Success

Submitted by ADVISOR.INVESTMENTS on September 30th, 2020

DIS and DAT - Fear of Success - September 2020

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

“Too high, Too High” Major League Movie

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COVID-19 Tax Return Filing and Payment Relief and Cares Act

Submitted by ADVISOR.INVESTMENTS on April 7th, 2020

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.

Tags:
  • Cares Act
  • COVID-19
  • Tax
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 Fear.

Submitted by ADVISOR.INVESTMENTS on March 25th, 2020

DIS and DAT – Fear. - March 2020

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

 

”We are not in Kansas anymore”

            The wizard of Oz

 

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  • DIS and DAT
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Fear?

Submitted by ADVISOR.INVESTMENTS on January 28th, 2020

DIS and DAT - Fear? - January 2020

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

 

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  • DIS and DAT
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Just Can’t Take It Anymore

Submitted by ADVISOR.INVESTMENTS on October 8th, 2019

Dis and Dat | Investment Commentary September 2019

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.”

Tags:
  • DIS and DAT
  • Investment philosophy
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What You May Not Know About Your Westlake Chemical Benefits

Submitted by ADVISOR.INVESTMENTS on August 27th, 2019

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.

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What to do if you get a social security IRMAA letter

Submitted by ADVISOR.INVESTMENTS on July 24th, 2019

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.

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  • IRMAA
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Should I take my pension as lump sum or monthly payment (or both)?

Submitted by ADVISOR.INVESTMENTS on May 15th, 2019

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. 

Tags:
  • Lump sum
  • Pension
  • retirement
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The Making of an LC Wildcat: Interview with our own Shantelle Palermo

Submitted by ADVISOR.INVESTMENTS on April 25th, 2019

 

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!

Tags:
  • planning for college
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What You Should Know About Retiring From ExxonMobil: Retirement Planning Tips for ExxonMobil Employees

Submitted by ADVISOR.INVESTMENTS on March 28th, 2019

 

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.

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  • retirement
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