EDUCATION CENTER

NarrowHero_Images-library_center

Sign Up For Our Upcoming Webinar Here

We are a group of financial professionals who focus entirely on retirement planning and the design of retirement portfolios for corporate employees. The Retirement Group educates employees who are transitioning or retiring from Fortune 500 companies throughout the United States.


OUR MOST POPULAR E-BOOKS & WEBINARS FOR CORPORATE EMPLOYEES

10 Things to Consider in Retirement Income Planning for Ages 35-50

10 Things to Consider in Retirement Income Planning for Ages 35-50

In this ebook, we'll cover 10 helpful tips to consider in retirement income planning if your 35 - 50 years young.

Download

10 things to Consider in Retirement Income Planning for Ages 50-65

10 things to Consider in Retirement Income Planning for Ages 50-65

In this book we cover 10 important retirement factors such as, benefits, asset allocation, liquidity, and growth.

Download

4 Ways to Cultivate Your Social Security

4 Ways to Cultivate Your Social Security

In this book we'll cover 4 ways to help you get the most out of your social security.

Download

5 Retirement Facts You Probably Didn't Know (But Should)

5 Retirement Facts You Probably Didn't Know (But Should)

In this book, we'll discuss 5 helpful facts about retirement that everyone should know.

Download

8 Tenets When Picking a Mutual Fund

8 Tenets When Picking a Mutual Fund

In this book, we'll discuss the 8 things you should consider when choosing a mutual fund.

Download

9 Things to Consider in Retirement Income Planning for Ages 65+

9 Things to Consider in Retirement Income Planning for Ages 65+

The Retirekit 65+ e-brochure addresses major client concerns and provides insight into situations you may encounter in retirement.

Download

A Guide to Understanding Your Retirement Needs and Savings Options

A Guide to Understanding Your Retirement Needs and Savings Options

Investing for your retirement is more important than ever. In this guide we'll cover strategies to help you plan for a fruitful retirement.

Download

A Look at 401(k) Plan Fees

A Look at 401(k) Plan Fees

In this ebook, we'll cover 401k plan fees and other factors that may affect your investment.

Download

Active Vs Passive Investing

Active Vs Passive Investing

In this book, we'll cover how various investing strategies can impact your retirement.

Download

Advanced Estate Planning

Advanced Estate Planning

This ebrochure will illustrate some estate planning strategies that may be appropriate for individuals who are concerned about minimizing gift and estate taxes.

Download

Berkshire Cash Problem

Berkshire Cash Problem

The ebook covers the Berkshire cash problem.

Download

Business Continuation Planning

Business Continuation Planning

This guide will help successfully plan to have your business continue after your retirement.

Download

Cash as an Asset

Cash as an Asset

In this book, we'll discuss the advantages of having a cash reserve.

Download

Chevron - Net Unrealized Appreciation

Chevron - Net Unrealized Appreciation

This ebook provides Chevron Employees with company-specific NUA qualifications and discusses how to determine if NUA makes sense to use.

Download

Choosing a Financial Advisor

Choosing a Financial Advisor

In this book, we'll cover important considerations when choosing a financial advisor. We'll also make sure you understand all the options available.

Download

Closing the Retirement Income Gap

Closing the Retirement Income Gap

In this book, we'll discuss smart investment strategies that can help close the retirement gap.

Download

College Planning

College Planning

It’s imperative that you start your child’s college fund as soon as you can. In this guide, we'll cover strategies for saving for college.

Download

Defining Risks in Investing

Defining Risks in Investing

Why volatility is considered risky, the risk-reward relationship, and how diversification reduces risk.

Download

Determining Cash Flow Need in Retirement

Determining Cash Flow Need in Retirement

In this book, we'll discuss how much cash flow is typically needed to maintain your current lifestyle.

Download

Donor-Advised Fund

Donor-Advised Fund

A donor-advised fund offers an easy way for a donor to make significant charitable gifts over a long period of time.

Download

Effects of Inflation

Effects of Inflation

In this book, we'll discuss how inflation impacts investing and our overall purchasing power.

Download

Estate Planning Basics

Estate Planning Basics

In this ebook we'll cover the basics of estate planning. Do you know what happens if you die without an estate plan?

Download

Exxon Mobil - Net Unrealized Appreciation

Exxon Mobil - Net Unrealized Appreciation

This ebook provides ExxonMobil Employees with company-specific NUA qualifications and discusses how to determine if NUA makes sense to use.

Download

Factors to Consider When Investing

Factors to Consider When Investing

This ebook covers various investing strategies that should be considered during retirement planning.

Download

Financial Planning Basics

Financial Planning Basics

In this guide, we'll cover "need to know" financial planning basics.

Download

Financial PTSD

Financial PTSD

In this book we'll discuss the emotional effects that PTSD can have on investors and strategies for coping.

Download

How to Maximize Your Social Security Benefits

How to Maximize Your Social Security Benefits

In this book, we'll cover what social security is and how to maximize your benefits.

Download

How to Survive Financially After a Job Loss

How to Survive Financially After a Job Loss

In this ebook we'll cover strategies for staying afloat financially after a job loss.

Download

Introduction to Annuities

Introduction to Annuities

In this book, we discuss what annuity is and why you may want to consider investing in one.

Download

Investment Basics

Investment Basics

This investment basics ebrochure addresses major client concerns and provides insight into situations you may encounter when investing.

Download

IRA Withdrawal (Ready, Set, Retire)

IRA Withdrawal (Ready, Set, Retire)

In this ebook we'll discuss IRA distribution strategies that can help you address financial needs in retirement.

Download

Lump-Sum Vs Annuity

Lump-Sum Vs Annuity

In this book we'll evaluate pension and lump sum trade-off consideration factors.

Download

Maintaining Perspective in Volatile Markets

Maintaining Perspective in Volatile Markets

in this book, we'll cover techniques for maintaining the right perspective in volatile markets.

Download

Making an Informed Choice With Your Retirement Assets

Making an Informed Choice With Your Retirement Assets

What you need to know about your retirement plan distribution

Download

Manage Your Investments During Retirement

Manage Your Investments During Retirement

This ebook will help you create your long-term plan. It provides guidance on developing a budget for your retirement years and diversifying your portfolio.

Download

Managing Emotions of Investing

Managing Emotions of Investing

This ebook offers tips on how to better manage emotions in all stages of the market cycle.

Download

Market Valuations: Are Current Valuations Sustainable

Market Valuations: Are Current Valuations Sustainable

Mutual Fund Expense Ratios

Mutual Fund Expense Ratios

In this book, we'll discuss how mutual fund expense ratios affect investment returns.

Download

Net Unrealized Appreciation

Net Unrealized Appreciation

This ebook discusses how to determine if Net Unrealized Appreciation makes sense for you.

Download

Pension Lump-Sum Payment Windows Are Back

Pension Lump-Sum Payment Windows Are Back

This ebook covers the pension lump-sum windows and explains what that means for businesses.

Download

Planning for Long-Term Care

Planning for Long-Term Care

The need to be prepared is real, and something that you shouldn’t ignore. In this guide, we'll cover planning for long-term care.

Download

Planning for the Stages of Retirement

Planning for the Stages of Retirement

In this book, we'll discuss investment opportunities at various retirement stages throughout life.

Download

Retire Happy

Retire Happy

In this ebook, we'll cover some helpful investment strategies that will help lead to a happy retirement.

Download

Retirement Basics

Retirement Basics

This retirement basics ebrochure addresses major client concerns and provides insight into situations you may encounter in retirement.

Download

Retirement Income Planning

Retirement Income Planning

Planning for retirement income starts with three basic questions. In this guide, we'll cover, what, when, and how long your retirement planning will last.

Download

Retirement Roadblocks

Retirement Roadblocks

In this book we'll look at why choosing the right income distribution strategy for your retirement savings is so important today.

Download

Retirement Savings Challenges for Women

Retirement Savings Challenges for Women

When it comes to saving for retirement and planning for retirement income, women face a number of unique challenges.

Download

Retiring From AT&T

Retiring From AT&T

This ebook provides employees retiring from AT&T with insight into situations they may encounter in retirement.

Download

Rising Interest Rates

Rising Interest Rates

This book, discusses the effects of rising interest rates and what it may mean for your retirement.

Download

Rollover Strategies for 401k

Rollover Strategies for 401k

This ebook will help you plan for your retirement with our three-part philosophy on rolling over your 401k.

Download

Roth IRA Conversions

Roth IRA Conversions

If certain conditions are satisfied, distributions from Roth IRAs are totally free from federal income taxes. In this e-book we'll cover Roth IRA conversions.

Download

Sequence of Returns: Preparing for Bear Markets

Sequence of Returns: Preparing for Bear Markets

In this book we'll cover the sequence of returns and how to be prepared to retire in a bear market.

Download

Social Security Strategies for Divorced Individuals

Social Security Strategies for Divorced Individuals

This social security for divorced individuals e-brochure addresses major client concerns and provide insight into situations you may encounter in retirement.

Download

Special Needs Planning

Special Needs Planning

If your loved one has a disability or special needs, you’re not alone. In this guide, we'll cover the basics of special needs retirement planning.

Download

The 4 Percent Withdrawal Rule

The 4 Percent Withdrawal Rule

In this book, we discuss the 4 percent rule, and where it originated.

Download

The Roadmap to Retirement

The Roadmap to Retirement

This roadmap introduces topics of conversation that you may want to have with your financial advisor, and legal counsel as you approach certain retirement milestones.

Download

Tips for Preventing Fraud

Tips for Preventing Fraud

In this ebook, we'll discuss applicable tips for preventing fraud and fighting cyber-crime.

Download

Understanding Social Security

Understanding Social Security

In this book, we'll discuss social security benefits.

Download

Value Investing Strategy

Value Investing Strategy

In this book we'll cover long-term investment opportunities and how to maximize value.

Download

Value Series I: Using the P/E Ratio to Find "Cheap Assets"

Value Series I: Using the P/E Ratio to Find

In part I of this 4 part value series, we cover the price-to-earnings ratio.

Download

Value Series II: Using the P/CF Ratio to Find Value

Value Series II: Using the P/CF Ratio to Find Value

In part II of this 4 part value series, we cover the price-to-cash-flow ratio.

Download

Value Series III: Value Investing and Dividends

Value Series III: Value Investing and Dividends

In part III of this 4 part value series, we cover the dividend yield ratio.

Download

Value Series IV: Using P-B Ratio Creates a Solid Investment Foundation

Value Series IV: Using P-B Ratio Creates a Solid Investment Foundation

In part III of this 4 part value series, we cover the valuation process price-to-book ratio.

Download

Value Superinvestors

Value Superinvestors

In this ebook we discuss super-investors, their books, and their proven investment styles.

Download

Value vs. Growth

Value vs. Growth

In this e-book we quickly cover the differences between value and growth investing.

Download

Variable Annuities

Variable Annuities

in this ebook we'll answer important questions and cover in-depth Information about variable annuities

Download

Warren Buffet's "90-10" Rule

Warren Buffet's

In this ebook we discuss Warren Buffets 90-10 rule

Download

What Has Worked in Investing

What Has Worked in Investing

In this book, we'll weigh the pros and cons of a value investing strategy versus a growth investing strategy.

Download

What to do with an Early Retirement Offer?

What to do with an Early Retirement Offer?

Many companies offer employees early retirement packages to encourage them to leave. In this book we address major client concerns encountered in retirement.

Download

Will Your Retirement Retire With You?

Will Your Retirement Retire With You?

In this book, we'll cover retirement options and strategies to make sure your retirement is working for you.

Download

Women and Money

Women and Money

Women's economic clout is significant, and going forward it will likely continue to grow. In this guide we cover techniques for taking control of your financial future.

Download

Your Employer-Sponsored Retirement Savings Plan

Your Employer-Sponsored Retirement Savings Plan

We’re here to help you wake up on the first day of retirement with the confidence of knowing you have planned well.

Download

AT&T Healthcare Changes & Pension Planning

AT&T Healthcare Changes & Pension Planning

Boeing | Emotions of Investing

Boeing | Emotions of Investing

Caterpillar | Emotions of Investing

Caterpillar | Emotions of Investing

ConocoPhillips | Tax Planning

ConocoPhillips | Tax Planning

March 5th 2021 | Weekly Conference Call | Interest Rates

March 5th 2021 | Weekly Conference Call | Interest Rates

Shell | Retirement Plans

Shell | Retirement Plans

Understanding 72t with Michael Lee

Understanding 72t with Michael Lee

Tax Planning with Wesley Boudreaux

Tax Planning with Wesley Boudreaux

Understanding Your 401k Contributions with Steve Boblis

Understanding Your 401k Contributions with Steve Boblis

Emotions and Your Retirement with Patrick Ray

Emotions and Your Retirement with Patrick Ray

Retirement | Emotional Decisions with Michael Corgiat

Retirement | Emotional Decisions with Michael Corgiat

Retirement Decisions and Transition Planning with Tyson Mavar

Retirement Decisions and Transition Planning with Tyson Mavar