Educational Videos

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Our Steve Young Event

We had a great time speaking with Steve Young, the three-time Super Bowl-winning quarterback of the San Francisco 49ers on Monday, April 26th. Thank you...
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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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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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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 to the Required Minimum Distribution (RMD). Questions to ask yourself can include: what is...
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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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