In this video we share with you the details of what’s going to happen specifically with your Valero Energy Corporation Thrift Plan…
Life After Valero Your Thrift Savings Plan AKA 401k
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Financial Plan
Can’t cheat the marathon
“The marathon won’t be cheated.” That’s what I’ve told aspiring runners for years. And in the 2019 Boston Marathon, I proved the point…
Seek Coaching When Exceptional Outcomes Matter
Training for a marathon, like funding a Retirement Plan, is about both quantity and quality.
Debt Weighs on You
The simple formula for getting wealthier is to spend less than earned and invest prudently.
How do I improve my credit score?
Credit scores attempt to indicate how a consumer uses credit. More importantly, they suggest the likelihood that money loaned will get repaid according to the terms agreed upon when borrowed.
Controlling Your IRA Beneficiaries
It has been fifteen years since Rob and Gina were first subject to the Required Minimum Distribution (RMD). They both turned 85 this year, and as with so many events in their lives.
How to avoid a 50% penalty tax on your Required Minimum Distribution – Part 1
Rob married his high school sweetheart Gina just after he safely returned from the Vietnam War. Together they raised a family and built a successful furniture business.
Lessons from the Game of Risk
To accomplish any goal in life, especially financial goals, there needs to be some concentrated effort to get started, moving in the right direction.
A New Baby in the Family
Today you brought your first baby into the world! We are so excited, and mom is in her element. We can’t wait to spoil her. She’ll be joining our annual father/daughter date at the Angels’ home opener.
Tale of Two Retirements
About 15 years ago, both Ross and Bobby retired. Bobby had about twice as much money in his retirement plan; neither had a monthly pension, except for Social Security.