Retire On Purpose, With Purpose

When it comes to managing your retirement, a small mistake can cause a major loss of capital. That is why it's important to speak with a financial advisor who is familiar with your Company's benefits. Schedule a call today..  
Schedule A Call

ExxonMobil Lump-Sum Payments Likely to Decline in Q4 Based on Current Trajectory

ConocoPhillips Lump Sum Payments Likely to Decrease in Q4 With Rates Continuing to Increase

KP Lump Sum Payments Drop, As Interest Rates, Continue to Climb

Chevron Lump Sums Fall as Interest Rates Continue to Rise

High Inflation: How Long Will It Last?

PGE and Getting a Retirement VSP?  Should You Take It?

KP Lump Sum Payments Fall, As Interest Rates Sharply Rise

ConocoPhillips' Lump Sum Payments Continue to Decline in Value With Rising Segment Rates

Chevron Lump Sums Decrease as Interest Rates Soar

ExxonMobil's 3rd Quarter Interest Rates Released, Pension Lump Sum Payments Likely to Decrease

Is the Russia-Ukraine War a Threat to the Global Economy?

Managing Bond Risks When Interest Rates Rise

Federal income Tax Returns Due for Most Individuals

Up-To-Date Market Week

Interest Rates at KP Rise Significantly, Lowering Lump-Sums

Interest Rates Jump, Indicating ExxonMobil's Pension Lump Sum Payments May Have Peaked

Lump Sum Payments May Have Peaked With ConocoPhillips Due to Rising Interest Rates

What Do Rising Interest Rates Mean for Your Money?

Watch Out for These Common Tax Scams

Chevron Interest Rates Jump, Lump Sum Payments Continue to Decrease

Global Finance: Kicking Russia Out of SWIFT

Colliding Forces: Russia, Oil, Inflation, and Market Volatility

There's Still Time to Contribute to an IRA for 2021

Interest Rates Continue their Climb in 2022, What will this Mean for Future Lump Sums at AT&T?

ExxonMobil's Lump Sum Payments may have already Peaked as Interest Rates Jump

ConocoPhillips' Lump Sum Payments may have Peaked, With Jump in Newly Released Interest Rates

Interest Rates at KP Keep Rising, Lowering Lump Sum Payments

Interest Rates at Chevron Jump, Decreasing Lump Sum Payments Again

Help Wanted: Why Can't Businesses Find Enough Workers?

Federal Tax Filing Season Has Started

Interest Rates for AT&T Employees are Rising, How Will This Affect Lump-Sums?

ConocoPhillips Lump Sums Decreasing, With Newly Released Interest Rates

Will Infrastructure Investment Pave the Way to a Stronger Economy?

Interest Rates at KP Continue Rising, Decreasing Lump Sum Payments

ExxonMobil's Lump Sum Payments are Decreasing as Interest Rates Rise

Interest Rates at Chevron Keep Rising, Lowering Lump Sum Payments

The Fed Pivots to Fight Inflation

AT&T Lump Sums Likely To Drop in 2022 With New Interest Rate Announcement

What Will You Pay for Medicare in 2022?

Retirement Plan Limits on the Rise in 2022

Supply-Chain Chaos: Holiday Edition

Retiring & Worried About a Housing Crash?

2021 Year-End Tax Tips

Year-End Charitable Giving

Inflation - How to Hedge Against it and What it Means for Value

Stock Purchase and Cash Deferral Plans: What AT&T Employees Need to Know

New College Cost Data for 2021-2022 Academic Year

Market Month: November 2021

Supply-Chain Chaos: Holiday Edition

Chevron Rates Rising, Driving Lump Sums Lower

RMD Roundup: A Few Key Updates About Required Minimum Distributions

The Budget and the Debt Ceiling: Round 2

Supply-Chain Chaos: Holiday Edition

AT&T Healthcare & Interest Rates Changing in 2022

Tax Savings in Your AT&T 401(k) Plan

Supply-Chain Chaos: Holiday Edition

Q&A Session for AT&T Employees

Employer Open Enrollment: Make Benefit Choices That Work for You

ConocoPhillips Interest Rates Continue to Fall, Increasing Lump Sums

ExxonMobil Lump Sums Rise, as Rates Cool

Supply-Chain Chaos: Holiday Edition

Chevron Rates Fall, Pushing Lump Sums Higher

Retirement Investors: This Back Door May Be Closing for Good

Here are 10 Tips If You're Leaving AT&T

Social Security's Uncertain Future: What You Should Know

AT&T Lump Sums Will Likely Decline in 2022 After Hitting Highs in 2021

Medicare Open Enrollment for 2022 Begins October 15

Quarterly Market Review: July-September 2020

The Budget and the Debt Ceiling: Federal Spending in the Crosshairs

Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight

Infrastructure Legislation Advances

ExxonMobil Lump Sums Fall, as Rates are on the Rise

FAFSA for 2022-2023 School Year Opens on October 1

Too Hot to Handle: What's Ahead for the U.S. Housing Market?

8 Easy Ways NOT to Achieve a Comfortable Retirement

New Tax Bill Proposal Summary

ConocoPhillips Interest Rates Begin Upward Trend, Reducing Lump Sums

Chevron Rates Decreasing, Pushing Lump Sums Upward

IRS Releases 2022 Key Numbers for Health Savings Accounts

Market Month: August 2021

U.S. Census 2020 Results: Takeaways

Chevron Interest Rates Decline, Raising Lump-Sums

Student Loan Payment Pause Extended Through January 2022

ExxonMobil Interest Rates Trend Downward, Approaching Year End

AT&T Pension Plan

ConocoPhillips Interest Rates Trend Downward, Good News for Employees

Social Security Retirement Benefits

Market Month: July 2021

Antitrust Crackdown Aims to Increase Competition

AT&T Healthcare & Interest Rates Changing in 2022

Mid-Year Is a Good Time for a Financial Checkup

New Global Tax Accord Takes Shape

Chevron Interest Rates Trend Downward, Slightly Pushing Lump-Sums Up

Hostage Data: Ransomware and Protecting Your Digital Information

ExxonMobil Interest Rates Continue to Rise through the Fourth Quarter

Should You Be Concerned About Inflation?

ConocoPhillips Interest Rates Decrease, Raising Lump Sums

Federal Student Loan Interest Rates Set to Increase for 2021-2022

How Are Workers Preparing for Retirement

The Housing Market & Your AT&T Retirement

Will Q4 ExxonMobil Interest Rates Continue to Rise?

Rising Interest Rates for Chevron Cause Lump-Sums to Decrease

5 Reasons a Housing Market Crash is Unlikely

ConocoPhillips Interest Rates May Rise Again in Q4

Market Month: May 2021

Debt Profile of Older Americans

How Current Housing Demand Compares to 2007

Crisis Averted? Financial Help for Struggling Renters and Landlords

Retirement Confidence Remains Strong, Despite Pandemic

Reproduction Costs for Homes is Increasing, Raising Property Values

American Familes Plan Would Provide Benefits for Some, More Taxes for Others

Trends Indicate Increased Housing Affordability

Rising Inflation: Where Will It Go from Here?

How the Current Housing Supply Compares to 2007

Market Month: April 2021

Home Equity and the Housing Market

Enhanced Child Tax Credit for 2021

Rising ConocoPhillips Interest Rates Reduce Lump-Sums

Rising ExxonMobil Interest Rates Reduce Lump-Sums

A Sharp Increase in Chevron Interest Rates Cause Lump-Sums to Decrease

High-Frequency Indicators: Where to Look for Signs of Recovery

Quarterly Market Review: January-March 2021

U.S. Credit-Card Debt Levels See Record Drop in 2020

Chevron Lump-Sums Decrease as Interest Rates Rise

Due Date for Federal Income Tax Returns and Payments Postponed to May 17

American Rescue Plan Act Provides Relief to Individuals and Business

Social Security for Divorcees

Exploring New Ways to Make Money

AT&T Benefits

Stocks and Inflation

AT&T 401(k) Plan

Risk Tolerance

Claim Now, Claim More Later

ConocoPhillips Benefits

McCormick 401(k) Plan

NUA Qualified?

National Consumer Protection Week: Beware of Pandemic Scams

Pension Lump-Sum Payment Windows Are Back

What is NUA?

Rolling your 401(K) into an Annuity

There's Still Time to Contribute to an IRA for 2020

Retiring Early

Verizon Benefits

Common Stock

Market Month: February 2021

What is Financial PTSD?

Royal Dutch Shell Benefits

Should You Convert Remaining Payments to Lump Sum?


Investment Decisions in Retirement

Accepting an Early Retirement Offer

Retiring from Apache

Health-Care Reform: Replacing Myths with Facts

Can You Afford to Retire Early?

Pension and Inflation

NUA for ExxonMobil Employees

10 Tips if You're Leaving ExxonMobil

Is Your Employer Retirement Plan Working for You?

Relationship Between Risk and Reward

ConocoPhillips Interest Rates Have Changed Trajectory

ExxonMobil Interest Rates Change Trajectory

Roll Over Your Money into an IRA

Trajectory of Chevron Interest Rates Has Changed Significantly

10 Tips if You're Leaving Chevron

4 Tips for Removing Emotions from Investing

Investment Fees and 401(k) Plans

Factors That Impact 401(k) Fees

GameStop, Reddit, and Market Mania: What You Need to Know

Life Insurance: Protection Planning

Life Insurance Policy Riders

Life Insurance Evaluation: Belth Yearly Rate of Return Method

Taxation of Disability Insurance Benefits and Premiums

Payroll Deduction IRA Plan

Federal Tax Filing Season Starts Soon

Transferring Life Insurance Policies

Financial Aid Changes on the Horizon

Life Insurance Evaluation: Belth Yearly Price of Protection Method

Life Insurance Trust: Revocable

Tax Rules Applying to Insurance

Ten Ways to Lower the Cost of Disability Income Insurance

Terrorism Insurance

Paying for Child Care

Providing for Children of a Previous Marriage

Providing for Your Child with Special Needs After Your Death

Tax Issues for Household Employers

Market Month: January 2021

The Family and Medical Leave Act of 1993

Terminal Illness

Taxation of Expatriates

Issues Associated with IRS Audits

Limited Liability Company (LLC)

Limited Partnership: Business Entity

Professional Corporation (PC)

Reconsidering Choice of Entity

Section 179 Deductions

Section 199 Deduction

Self-Employment Income

LLC, LLP, PC, LP Business Formation Rules

Partnership Income or Loss

S Corporation Rules

Content not found

Check the background of this investment professional on FINRA BrokerCheck

TRG Retirement Guide

Subscribe for Email Updates

Recent Posts