According to the Employee Benefit Research Institute, 6 in 10 workers in the United States feel stressed when having to prepare for retirement. And while 7 in 10 report that they are prepared for life after their career ends, only approximately 1 in 4 feels very confident about their readiness. If you are currently employed…

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There certainly is a lot to think about when retiring, such as how you’re going to remain financially stable and also stay busy. But retirement is a time you should enjoy; after all, you’ve worked hard to be stable enough to stop working and enjoy life. However, some can make financial mistakes beforehand that can…

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One of the benefits of being an AT&T employee is that the company offers solid retirement plans that are flexible for a variety of needs. However, you’ll still have to make a decision which plan is the right one for your future, so having some advice on hand is often a great benefit. You’ll be…

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If you’ve thought about retiring from AT&T within the last two years, you’ve probably asked yourself  “Should I take the Annuity or the Lump Sum’?  That is the right question to answer but like most good questions, the answer can vary from one retiree to the next. Watch the video below to help you decide what…

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Listen to our Wealth Manager and Partner, Scott Meyer discuss the options you may have when it comes to your AT&T Pension plan. Should you have any questions regarding your pension or your benefits at AT&T, please click here to set up a meeting.

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With nearly a quarter-million employees around the nation (please footnote reference), AT&T is a huge employer – and, naturally, most of those employees are enrolled in the AT&T retirement plan.  We’ve worked with quite a few such individuals, and there’s a common issue we’ve seen in nearly all of them – their AT&T retirement plan…

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Watch the video above to learn more about the rule of 75 and the modifications AT&T has made to it. Should you have questions or concerns about this new rule, please click here to schedule a meeting with an advisor.

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