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How Much Should I Have in My 401K Before I Retire?

by SRP | Feb 7, 2023 | Retirement Planning, Videos

Do you wonder how much is needed in your 401k to retire? Here is Gabe’s advice on some guidelines to follow for your 401k savings. What Factors Determine how Much Money You Need to Save in Your 401k? How much money you need in your 401k in order to retire is...

Rate of Return: What to Expect in Retirement

by SRP | Feb 7, 2023 | Investing in the Stock Market, Retirement Planning, Risk Management, Videos

Gabe and Ryan let you know about risk and reward in retirement for the best rate of return in different markets. Calculating Risk into Our Rate of Return Expectation Rate of return is a function of risk. Risk level changes based on the individual and their unique...

Are You Panicking About Higher Interest Rates and a Down Market?

by SRP | Feb 7, 2023 | Retirement Planning, Videos, Weekly Updates

Listen to Ryan and Gabe explain why you don’t need to be worried about the current state of the market and interest rates. Are you Panicking about higher rates and the falling market? Don’t be, here’s why: In the short-term these kinds of markets can...

How can I Maximize my Retirement Savings?

by SRP | Feb 1, 2023 | Investing in the Stock Market, Retirement Planning, Risk Management, Videos

Gabe gives insight on maximizing your retirement savings with a few key strategies. Three Different Ways to Maximize your Retirement Savings Depending on your Circumstances There are a few ways we like to strategize in order to maximize savings. Here are the factors...

The 4% Rule: Is it Safe for Your Retirement Income Strategy?

by SRP | Feb 1, 2023 | Investing in the Stock Market, Retirement Planning, Videos

Gabe touches on SRP’s stance on the validity of the 4% rule. How Safe is the 4% Withdrawal Rule in Retirement? Now this question depends on the individual. But, it is a great rule of thumb for retirees who have a balanced portfolio and are planning a 30-year...

ExxonMobil Benefits Package + Retirement Considerations

by SRP | Nov 11, 2022 | Certified Financial Planners, Health Insurance, Home, Retirement Planning, Videos

In this 5 part video series, Certified Financial Planners and Advisors, Ryan and Gabe, cover the components of the ExxonMobil Benefits package and all of the factors to consider for planning your retirement. Click the list icon in the top right corner of the video to...
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Article Categories

  • General Planning
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  • Accumulation
  • Taxation
  • Estate Planning
  • Retirement Planning

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