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What You Should Know About Retiring From ExxonMobil: Retirement Planning Tips for ExxonMobil Employees

Submitted by ADVISOR.INVESTMENTS on March 28th, 2019

 

Most of what we do or have done here at Advisor.Investments has come through two decades of experience working with families going through the ExxonMobil retirement plan and its process. Here are some retirement planning tips for ExxonMobil employees who are wondering what you should know about retiring from ExxonMobil.

Tags:
  • retirement
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FAQs for our Friends at Entergy

Submitted by ADVISOR.INVESTMENTS on March 15th, 2019

We see many of our friends at Entergy Louisiana Station confronted by a perplexing situation as the company will not renew its power plant operating contract with ExxonMobil. Here’s what we know about the upcoming change and what we anticipate to be the questions that our friends at Entergy may be asking.

FAQs for our Friends at Entergy

Tags:
  • Entergy
  • Entergy rollover
  • Entergy Savings plan
  • Ethos
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2018 Updated Contribution Limits

Submitted by ADVISOR.INVESTMENTS on August 7th, 2018

Advisor.Investments - July 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

 

2018 Updated Contribution Limits

 

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2018 Updated Tax Brackets

Submitted by ADVISOR.INVESTMENTS on August 7th, 2018

Advisor.Investments - July 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

2018 Updated Tax Brackets

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From the shadows to the light

Submitted by ADVISOR.INVESTMENTS on July 10th, 2018

DIS and DAT - From the shadows to the light - July 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

“Education is the movement from darkness to light.”  Allan Bloom

 

Dear Friends:

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Avoiding Mob Thoughts

Submitted by ADVISOR.INVESTMENTS on February 22nd, 2018

DIS and DAT - Avoiding Mob Thoughts - February 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

Tags:
  • DIS and DAT
  • Value
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10 Investment Concepts

Submitted by ADVISOR.INVESTMENTS on January 29th, 2018

DIS and DAT - 10 Investment Concepts - January 2018

Our periodic communication that reminds you to ask, “Should I react to those headlines?”

 

“By three methods we may learn wisdom: First, by reflection, which is noblest; Second, by imitation, which is easiest; and third by experience, which is the bitterest.”

Confucius

Tags:
  • DIS and DAT
  • Emotions
  • Value
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Unicorns and Zombies

Submitted by ADVISOR.INVESTMENTS on December 7th, 2017

DIS and DAT - Unicorns and Zombies - December 2017

Dear Friends:

Tags:
  • Delayed Gratification
  • FAANG
  • investing
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Tax Relief For Victims of Hurricane Harvey

Submitted by ADVISOR.INVESTMENTS on September 5th, 2017

On August 28th, the IRS announced tax relief for victims of Hurricane Harvey.  The following Texas counties are eligible for tax relief: Aransas, Bee, Brazoria, Calhoun, Chambers, Fort Bend, Galveston, Goliad, Harris, Jackson, Kleberg, Liberty, Matagorda, Nueces, Refugio, San Patricio, Victoria and Wharton.

Tags:
  • casualty loss
  • disaster recovery
  • Houston.investments
  • Hurricane Harvey
  • tax relief
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I’m BAACK!!!

Submitted by ADVISOR.INVESTMENTS on July 31st, 2017

DIS and DAT - I’m BAACK!!!

A few years ago, I wrote; that I thought I covered our thoughts on investing in these periodic communications. We decided to begin sending a “Market Analysis” type of report.

Tags:
  • digital stocks
  • DIS and DAT
  • Indexing
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