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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…

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.…

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…

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…

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 a minimum distribution requirement? what…

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…

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 pay for long-term care. To…

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. …

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 answer your questions! Watch the…

When we spend money, we’re doing more than simply buying things. We want to create feelings of happiness, satisfaction and well-being. But are we really spending our money in ways…