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’? ...
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...
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...
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...
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...
September 2020 Market Update
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...
The Modified Rule of 75
Watch the video below to learn more about the modified rule of 75 and the changes AT&T has made to the retirement package. Should you...
RMD Rollover Relief Update
The Internal Revenue Service announced that anyone who already took a required minimum distribution (RMD) in 2020 from certain retirement accounts now has the opportunity...
The CARES Act – Part 2
How can the CARES ACT help make your healthcare needs more affordable? Watch the video to learn 3 practical ways the CARES ACT can help...
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