Category Archives: Investment

How Much Annual Income Can Your Retirement Portfolio Provide?

How Much Annual Income Can Your Retirement Portfolio Provide? Your retirement lifestyle will depend not only on your assets and investment choices, but also on how quickly you draw down your retirement portfolio. The annual percentage that you take out … Continue reading

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Traditional Pension Plans

In general If you participate in a traditional pension plan at work (technically known as a qualified defined benefit plan), you’ll generally be entitled to receive monthly benefits from the plan after you retire. These benefits are usually based on your … Continue reading

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Working During Retirement 3/29/2012

Working During Retirement  3/29/2012 Planning on working during retirement? If so, you’re not alone. An increasing number of employees nearing retirement plan to work at least some period of time during their retirement years. Why work during retirement? Obviously, if … Continue reading

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Managing Expenses During the College Years

Introduction For most parents, paying for a child’s college or graduate school education is a major event. For some parents, it rivals only the purchase of a home in number of dollars spent. As the cost of college continues to … Continue reading

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Fidelity Netbenefits

FIDELITY NETBENEFITS Whether you are three months or three years away from retiring, The Retirement Group has and will strive to provide you with the best possible service in retirement planning.  A major benefits administrator that The Retirement Group works with is … Continue reading

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Deciding When to Retire: When Timing Becomes Critical 1/30/2012

Deciding When to Retire: When Timing Becomes Critical 1/30/2012 Deciding when to retire may not be one decision but a series of decisions and calculations. For example, you’ll need to estimate not only your anticipated expenses, but also what sources … Continue reading

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Can You Avoid a Layoff?

Can You Avoid a Layoff? You may be a dedicated employee who has worked for the same employer for many years, yet you still may be susceptible to getting laid off. Sometimes getting laid off is inevitable, but rarely does … Continue reading

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Leaving a Legacy 1/18/2012

This material was prepared by Broadridge Investor Communication Solutions, Inc., and does not necessarily represent the views of John Jastremski, Jeremy Keating, Erik J Larsen, Frank Esposito, Patrick Ray, Robert Welsch, Michael Reese, Brent Wolf, Andy Starostecki and The Retirement … Continue reading

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Saving for Retirement 1/7/2011

Saving for Retirement  1/7/2011 Although most of us recognize the importance of sound retirement planning, few of us embrace the nitty-gritty work involved. With thousands of investment possibilities, complex rules governing retirement plans, and so on, most people don’t even … Continue reading

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Handling Market Volatility 1/01/2012

Handling Market Volatility 1/01/2012 Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake. Though there’s no … Continue reading

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