Archive

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. At Merit, our goal is to provide you…

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. At Merit, our goal is to provide our clients with the…

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 should you do with your (RMD)? Defer it or pay it back? Take it as income? Pay directly as a Qualified Charitable Distribution? How do…

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…

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 learn more and listen to the advantages of your Health Savings Account, watch the video below! At Merit, our goal is to provide you with…

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…

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 video to help you understand what you may need in order to stay on track. At Merit, our goal is to provide you with 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 that achieve those results? The answer, unfortunately, is probably not. As one world-famous Japanese “tidying expert” might say, our spending habits don’t spark joy. The…

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 have questions or concerns about this new rule, please click here to schedule a meeting with an advisor.