Educational Videos

5 money move fro retirees

5 Money Moves for Near Retirees

All retirees have one goal: to make sure you have enough money to get through the rest of your life not working. In this short...
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Market Update – March 2021

The mandated economic shutdown across many countries has proven beneficial in slowing the spread of COVID-19. We now turn our attention to the opportunities that...
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AT&T Retirement Benefit Changes Panel

Many people have seen change throughout their companies, but perhaps none like this. AT&T has announced a change in the retirement benefit plans of its...
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Market Update – February 2021

As the economy continues to recover from the pandemic, driven by inoculations and expectations of a return to normalcy, inflation expectations have risen, confirmed by...
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2021 Investment Outlook & Strategy

Are you curious about how these 6 key factors play into reopening the economy? Watch the video below to view our full 2021 investment strategy...
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COVID-19 Relief Bill

Listen to one of our Wealth Managers, Marcus Anderson, discuss the passing of the 2nd COVID-19 relief bill. He will explain some of the key...
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Annuity vs. Lump Sum

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’? ...
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AT&T Pension Plan

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...
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Rollover Relief for RMDs

Listen to our Wealth Manager, Marcus Anderson, discuss the major changes of the Required Distribution Minimum (RMD). Questions to ask yourself can include: what should...
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Health Savings Accounts

There are 3 advantages to know and understand your Health Savings Account. These advantages include: triple tax-free, pay for Medicare premiums, and it can help...
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Are You on the Right Track to Retire?

A very common question we receive is: Do I have enough money or am I on the right track to retire? We are here to...
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Market Update – September 2020

This year has been a wild ride, with all-time high levels seen in the stock market earlier in the year. This was followed by a...

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