December 20, 2019, a new piece of retirement legislation became the law of the land, further pushing the burden of providing for one’s later years into the realm of the individual…
How SECURE does new legislation make you?
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Retirement
Life After Valero – Preparing Your Thrift Savings Plan
As with all investment decisions, each person’s situation is unique, but as a guiding principle, remember that this is simply a milestone along the continuum of your life.
Life After Valero – Transition Timeline
Life After Valero – Transition Timeline
Seek Coaching When Exceptional Outcomes Matter
Training for a marathon, like funding a Retirement Plan, is about both quantity and quality.
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.
All that glitters is not gold
Be wary of alternative Social Security claiming strategies, which are in the news now that baby boomers are eligible for benefits. There are expensive software tools designed to help retirees “maximize” their benefits.
Guide To A Less Taxing Life After Chevron
A way to get an income tax reduction on shares of Chevron stock inside your Stock Savings and ESOP plans exists.
Chevron Retirement Milestones
For a smooth transition into your Life After Chevron, order a personal Retirement Milestones Calendar now.
Life after Chevron – Frequently Asked Questions
Here’s some of the most common questions that your co-workers ask during our meetings.
Pensioner Liquidity
Record-breaking heat during a major marathon is difficult to plan for and the consequences of being ill-prepared can be catastrophic.