Boost Your Efficiency and Effectiveness—at Work, at Home and in the World

December 18, 2020

Wouldn’t it be great if you could tackle your many to-do lists more effectively and efficiently than ever, and boost both your success and your overall enjoyment of life? Well, we’ve got some good news. In this month’s blog, Boost Your Efficiency and Effectiveness—at Work, at Home and in the World, you’ll discover four key…

Why You Should Have A Cohesive Wealth Management Team

November 19, 2020

You need more than a bunch of experts to help you address your financial needs, challenges and opportunities—you need them to work together on your behalf, in a coordinated manner. In this month’s blog post, you’ll discover what high-impact, fully-aligned teams of professionals do to deliver maximum value to their clients—and how having a cohesive…

Annuity vs. Lump Sum

November 2, 2020

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…

AT&T Pension Plan

October 28, 2020

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.

Rollover Relief for RMDs

October 23, 2020

What should you do with your Required Distribution Minimum (RMD)? Defer it or pay it back? Take it as income? Pay direct as a Qualified Charitable Distribution? Find out by listening to the video!

Best Practices for Successfully Working from Home

October 15, 2020

The number of at-home workers has skyrocketed this year as the novel coronavirus caused companies across the country to temporarily lock their doors. As a result, some business experts are suggesting that remote working—already a well-established trend—will become an increasingly common way for many companies and their employees to get the job done. If so,…

Divorce After Age 50 and Financial Safeguards

October 8, 2020

It’s a good idea to employ a divorce financial analyst prior to a divorce at any age, but it can be particularly vital if you are over 50.  A divorce late in life can have significant impact on the financial stability of one or both parties.  Once you’re past your prime working years, you can’t…

Wealth Management & Planning Before Retirement: Key Concepts

October 8, 2020

There comes a time in the life of any successful person where their financial priorities begin to change.  They stop being so concerned with asset collection and growth and become more interested in wealth preservation.  This is the time, usually a bit before retirement, when they start thinking seriously about how to maintain their lifestyle…

Health Savings Accounts

September 23, 2020

Do you know the advantages of your Health Savings Account? Listen to hear the top 3 advantages of your Health Savings Account!

What AT&T Retirement Plan Problems Say About 401(k) Management

September 23, 2020

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…