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How to Pick Your Retirement Date to Optimize Your Chevron Pension
Your retirement date can evoke a multitude of emotions. Your last day of work may make you feel excited, nervous, nostalgic, or a combination of all three. You may not be thinking about strategically...
Tax Cuts & Jobs Act: The Basics
by Nick Johnson, CFA®, CFP®
January 09, 2018
401(k) Loans vs. Home Equity Loans: The Real Cost of Borrowing from Your 401(k)
by Nick Johnson, CFA®, CFP®
November 14, 2017
Hurricane Harvey Help and Advice
by Nick Johnson, CFA®, CFP®
September 07, 2017
Sequence of Return Risk and Planning for Your Retirement Future
by Nick Johnson, CFA®, CFP®
July 11, 2017
Who is going to be there for you if your advisor retires?
by Nick Johnson, CFA®, CFP®
June 06, 2017
Is Your Portfolio Prepared If You Spend 30-40 Years In Retirement?
by Nick Johnson, CFA®, CFP®
April 06, 2017
Why IRS Announcement 2014-32 is Causing Tax Problems for Retirees
by Nick Johnson, CFA®, CFP®
October 12, 2016
Setting Realistic Real Return Expectations
by Nick Johnson, CFA®, CFP®
April 12, 2016
What You Need to Know About 83(b) Elections & Performance Shares
by Nick Johnson, CFA®, CFP®
March 18, 2016
Morningstar's Pension Lump Sum or Annuity Video
by Nick Johnson, CFA®, CFP®
December 22, 2015