Financial Advisors in Portland, OR

Free Ebook Download: Navigating The Intel Retirement Plan

Free Ebook Download: Navigating The Intel Retirement Plan

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A 4-step Guide to Making the Most of Your Investment Options

This eBook provides an easy-to-follow process that will help you make sense of the Intel investment options. After reading it, you’ll:

  • Understand the importance of setting an allocation that is right for you
  • Be able to discern between the actively managed and index funds offered
  • Know how to reduce the investment costs that can stifle your gains
  • Know what to look for when assessing fund performance

Don’t Shortchange Yourself & Your Retirement!

Did you know Intel’s retirement savings plan ranks in the top 15% of its peer group? Unfortunately, between the Intel 401k, the Intel retirement contribution plan, and the Intel SERPLUS, there are somany investment options that many people avoid making a choice at all. This means they aren’t optimizing the way their retirement accounts work for them.

Fill out the form below and download your free copy of the eBook—which also includes the Intel Periodic Table of Investment Options tool—to help you visualize and organize your options to maximize your chances for a fruitful, lasting retirement. Don’t let all of the choices that Intel offers overwhelm you, let them work for you!

Although the vast majority of our clients are current or former Intel employees, Cordant Wealth Partners is not affiliated or associated with, nor endorsed by, Intel.

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Managing Investment Assets in Retirement: A Proven, Seven-step Framework

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How can I optimize my portfolio in retirement?

Many people think of investing as a process that answers questions such as “which stock should I buy?” or “which mutual funds should I pick for my IRA?”

While these are important questions to consider, the process of choosing the appropriate investments for your portfolio represents only a fraction of the value that you could be getting from your investment framework.

The fact is, being intentional, disciplined, and deliberate with your investment decisions can add tremendous value to your portfolio in retirement. But what does a holistic, intentional investment framework look like? And how do you get there?

In this paper, we present holistic framework for managing your investment assets in retirement, and outline the seven key factors to consider when building an optimized portfolio.

To download, complete the sign up form to subscribe for ‘Managing Investment Assets in Retirement’ whitepaper, then check your inbox for a confirmation email and download link.

What you’ll learn:

  • A seven-step framework for holistically managing your investments during retirement.
  • The studied benefits of a holistic approach, including reduced expenses, minimized taxes, and enhanced returns.
  • How Cordant helps former Intel clients develop and implement a holistic approach to managing their investments in retirement.

Get your copy now:

LP - Managing Investment Assets in Retirement: A Proven, Seven-step Framework

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Retiring From Intel: A Strategic Approach

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Do you have enough to retire?

Answering this question confidently is one of the biggest decisions of your life. And today’s retirement landscape is so complex that making this decision effectively requires individuals take a measured and planned approach to their retirement.

But many at Intel (and elsewhere) do not feel prepared – and that’s not surprising considering the number of factors that can affect your retirement. The impacts of overspending, a market crash, and hyperinflation create a lack of clarity when trying to assess the question of retirement. Additionally, your plan needs to include all of your personal objectives, resources, and Intel’s generous benefits into a comprehensive financial model.

In this paper, we present a strategic framework to help employees at Intel approach retirement and the next phase of life with confidence and clarity.

To download, complete the sign up form to subscribe for ‘Retiring from Intel’ whitepaper, then check your inbox for a confirmation email and download link.

What you’ll learn:

  • Essential questions that should be answered before making the decision to retire.
  • A business-like framework for quantifying your goals for retirement, and aligning your resource base to meet your objectives.
  • Which Intel retirement benefits should be on your radar, and how each may have a material impact on your decision to retire.
  • Cordant’s strategic approach for helping clients at Intel take confidence in their decision to retire.

Get your copy now:

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Download the Retiring from Intel Whitepaper

Costs of Managing Wealth: An Overview of Fees in the Industry

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How much are you paying in investment expenses?

When it comes to managing your wealth, there are many different types of expenses you can incur – and it’s important to consider the potential impact of each when selecting and managing your investments.

Maintaining your standard of living after retirement requires a comprehensive understanding of total investment cost – including transparency and tax deductibility. But where do you begin? Which expenses should you be looking out for, and which are likely to have the greatest effect on your portfolio?

In this paper, we outline the three primary classifications of wealth management expense – along with key characteristics of each individual cost, and how to gain control over unnecessary fees.

To download, complete the sign up form to subscribe for ‘Costs of Managing Wealth’ whitepaper, then check your inbox for a confirmation email and download link.

What you’ll learn:

  • How to identify, understand, and considerwealth management costs.
  • The different classifications of expense – which are transparent and which are tax-deductible.
  • A case study that explores what these expenses could mean for your standard of living in retirement.
  • How Cordant helps clients understand total investment costs and implement a holistic approach to wealth management

Get your copy now:

LP - Costs of Managing Wealth: An Overview of Fees in the Industry

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Investment Integration: A Holistic Approach to Managing Intel Retirement Plan Assets

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What’s the best way to manage my accounts?

As an employee of Intel, you have access to a wide number of investment options, accounts, and benefits through your Intel retirement plan. These can be very valuable for your retirement planning and – at the same time – very complex and time-intensive to manage.

The fact is, the traditional financial advisory industry is not set up effectively to help you manage all of your assets.

But many at Intel (and elsewhere) are not aware that there is a better way. The effective integration of your Intel accounts with your other outside assets into a single strategy, and the alignment of all resources with your unique goals can lead to a superior, more holistic plan for making the successful transition to retirement.

In this paper, we present a strategic framework for an integrated approach to managing your investments, the benefits that an integrated approach presents for employees at Intel, and how to get there.

To download, complete the sign up form to subscribe for ‘Investment Integration’ whitepaper, then check your inbox for a confirmation email and download link.

What you’ll learn:

  • How the traditional, segregated approach to managing your accounts can cost you money, time, and deviation from your specific tolerance risk.
  • A framework and fundamental steps for taking a new, integrated approach to managing your assets.
  • The quantifiable financial benefits of managing your assets in an integrated fashion.
  • Essential questions to ask when evaluating a financial advisor to help you manage and execute your integrated strategy.
  • Cordant’s process for helping current and former employees of Intel develop and execute an integrated approach to investment management.

Get your copy now:

LP - Investment Integration: A Holistic Approach to Managing Intel Retirement Plan Assets

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Learn How Cordant Puts Healthcare in Perspective

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Video: Healthcare in Retirement


The information contained in this presentation is for informational purposes only and should not be considered personalized investment, tax or legal advice.

In our video, we answer your questions:

  • Should health care costs dictate when you retire?
  • Under what circumstances should one purchase a Gold Plan? And how does it differ from the Silver Plan?
  • What if the worst-case scenario happened relative to health care costs?
  • And other pressing questions related to Retirement Healthcare Prior to Medicare

Let us show you how Cordant helps its clients rationally plan for retirement.

Fill out the form below to get started.
Cordant Wealth eBook Cover Bridging the Gap

LP - Learn How Cordant Puts Healthcare in Perspective

You'll also get access to our whitepaper which goes into greater detail on all of these questions.

Contact our team of Financial Specialists

We'll work closely with you to provide custom financial guidance, help optimize your resources for today and position you for sustained future success, so you can live your best life.
503-621-9207 Info@CordantWealth.com