by Ralph Bender, MBA, CFP® | Retirement, Taxes
A way to get an income tax reduction on shares of Chevron stock inside your Stock Savings and ESOP plans exists. It’s written right into the Internal Revenue Code…
by Ralph Bender, MBA, CFP® | Retirement
For a smooth transition into your Life After Chevron, order a personal Retirement Milestones Calendar now. It’ll give you the actions you should take and the dates you should take them..
by Ralph Bender, MBA, CFP® | Retirement
Here’s some of the most common questions that your co-workers ask during our meetings: How do I get paid? Virtually everyone has us setup a…
by Ralph Bender, MBA, CFP® | Business, Credit Management, Financial Plan, Market Update
Light vehicle sales have been constantly improving since the recession ended nearly six years ago, with annualized sales volume surpassing the 20 year average of 15.5 million vehicles about two years ago, and breaching the 17 million annual rate this past spring ....
by Ralph Bender, MBA, CFP® | Beneficiary, Financial Plan, IRA Accounts
The beneficiary of an IRA has significant tax benefits which should not be overlooked when naming the beneficiaries and contingent beneficiaries on retirement accounts such as IRA and 401(k) plans. If your children (or grandchildren) are not old enough to legally own...
