Retirement Insights

Read our latest insights, retirement plan news, and rate
information to help you plan successfully for your financial future.

Social Security
October 2022 Chevron Segment Rate Summary Nov 17, 2022

October 2022 Chevron Segment Rate Summary

How did rising interest rates affect your Chevron lump sum?

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Social Security
What The Fed’s Interest Rate Hikes Mean for You and Your Money Nov 01, 2022

What The Fed’s Interest Rate Hikes Mean for You and Your Money

If we look at our current predicament with inflation, the problems really began long before last year. Years of “easy” monetary policy by The Federal Reserve coupled with large amounts of cash being injected into the system has given way to runaway inflation. The question is what all this means for you, the consumer and investor.

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Social Security
September 2022 Chevron Segment Rate Summary Oct 19, 2022

September 2022 Chevron Segment Rate Summary

Find out how the increase in bond rates will affect your Chevron lump sum.

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Social Security
August 2022 Chevron Segment Rate Summary Sep 21, 2022

August 2022 Chevron Segment Rate Summary

The segment rates were mixed in August, find out how it affected your Chevron lump sum.

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Social Security
What the Inflation Reduction Act Means to You Sep 20, 2022

What the Inflation Reduction Act Means to You

Much of the headline news accompanying the Inflation Reduction Act of 2022, which was signed into law by President Biden in August, focused on beefing up the IRS to the tune of $80 billion. But the provisions dedicated to such things as clean energy incentives and reducing healthcare costs deserve attention as well. Read more to find out what you need to know.

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Social Security
It's Been a Wild Year. What Have Your Advisors Done for You? Sep 08, 2022

It's Been a Wild Year. What Have Your Advisors Done for You?

This year has been one of the most volatile in over a decade. It's in times like these that having a good advisor can be so integral. If your advisor isn't doing some of the below for you, it may be time to get a second opinion.

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Social Security
July 2022 Chevron Segment Rate Summary Aug 25, 2022

July 2022 Chevron Segment Rate Summary

Interest rates decreased for the first time in many months. Why did the Chevron lump sum calculation still decrease?

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Social Security
The Basic Elements of Estate Planning Aug 16, 2022

The Basic Elements of Estate Planning

While estate planning may seem to be primarily the purview of the ultra-wealthy, the truth is that it’s a multifaceted process that can provide benefits to people in many different economic situations.

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Social Security
Even Now, There are Reasons to Own Bonds Jul 28, 2022

Even Now, There are Reasons to Own Bonds

If you’re like a lot of investors, you’re probably reviewing your fixed income holdings thinking, You had one job! 

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