Get the Knowledge You Need

Knowledge is the gateway to making smart, informed financial decisions. We encourage you to explore our educational resources to gain a better understanding of all things finance and investing. Of course, our best resource is our team of advisers, so feel free to contact us if you can’t find answers to your questions here.


FEATURED WEBINAR

Cybersecurity Webinar Replay

Cybersecurity Webinar

A former FBI agent explains how to stop criminals from stealing your identity..

Watch Now



FEATURED E-BOOK

Your Money In Your 50s

This  e-book guides both procrastinators and avid savers through the financial and lifestyle considerations you should be addressing while in your “50s” in preparation for retirement.

Get the E-book



FEATURED VIDEO

Layoff Guidance

Mike Hohf talks to Charlie Langton from Fox 2 Detroit about how to prepare for a potential layoff. 

Watch now




What You Need to Know About the Equifax Security Breach

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How to Work an Inherited IRA into Your Retirement Plan

One wrong move can turn this asset into a liability.

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What to Know About Charitable Gifts

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5 Steps to Financial Freedom to Take in Your 50s

The decade before retirement – your 50s – isn’t time to coast.

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Saving for College while Saving for Retirement

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When to Consider Rolling Over Money from Your AT&T 401(k) Plan

You may not want it to just sit.

Read more...  

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Fall Client Meetings

September – October 2017. See full list.

Register your spot today!  

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How to Protect Yourself from Fraud and Scams Webinar May 2017

Protect Yourself from Fraud and Scams

Learn how to fight back and spot the crooks before they spot you.

 
The FAQs on Budgeting

The FAQs on Budgeting

A budget is the most powerful tool you can use to become financially successful.

 
The FAQs on RMDs

The FAQs on RMDs

As many baby boomers are turning 70½ and beginning annual withdrawals, it’s important to understand RMD rules.

 
Saving For Retirement

Saving for Retirement

Adviser Jared VanDenberg discusses key points to consider about saving for retirement.

 
Transitioning to Senior Living Webinar (Jan 2017)

Transitioning to Senior Living Webinar

Learn how to help a loved one prepare for, find and finance senior care and living.

 
2016-05-17 19.01 Power of Attorney Webinar with Matt Ferrara

Power of Attorney Webinar Replay

Learn what a Power of Attorney does and does not do, and why it’s so important to have one.

 
EconomicUpdate-Q1_2016

Economic & Market Review: Q1 2016

Greg Mackenzie and Bob Kleber discuss the current market conditions and how they may affect investors.

 
Cybersecurity Webinar with Jeff Lanza

Cybersecurity Webinar Replay

A former FBI agent explains how to stop criminals from stealing your identity.

 

 

 
ATT_401kPlan

AT&T 401(k) Plan

A few important things to consider regarding contributions to the AT&T 401(k) plan.

 

 
EconomicUpdate-Q1_2016

Economic & Market Review: Q4 2015

Greg Mackenzie and Sean McDonnell discuss the current market conditions and how they may affect investors.

 
AT&T Corporate Rate Changes for 2016

AT&T Corporate Rate Changes for 2016

The new 3.68% corporate rate will lower lump sum pension payouts for AT&T employees in 2016.

 

 
The 4 Essential Traits of Financially Successful People

The 4 Essential Traits of Financially Successful People

We’ll take you through the common traits of successful Americans to show you that being wealthy isn’t about lavish spending but making smart financial decisions to live the life you’ve always wanted.

 
AT&T Healthcare Changes 2015

Choosing Health Coverage Through AT&T’s Medicare Exchange

Information to help select a Medicare plan.

 

 

 

 
2015 Fall Client Meeting

2015 Fall Client Meeting

A recorded version of our annual Fall Client Meeting presentation.

 

 
Economic & Market Review Q3 2015

Economic & Market Review: Q3 2015

Chris Kostiz and Jeff Lido discuss the current market conditions and how they may affect investors.

 
2015-05-12 19.03 Social Security - Myths Vs. Facts

Uncover the Facts Behind Social Security Myths

Get the truth as we debunk myths about delaying your Social Security benefits. Learn how you can maximize your retirement income sources to help meet your retirement needs.

 
AT T Retiree Healthcare  Changes for 2015-HD

Future Shock: Retirees and Medicare

Learn more about the changes taking place with ATT’s overhaul of the retiree healthcare plans in 2015 that will affect retirees and their dependents who are Medicare eligible.

 

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FINANCIAL LIVING, Q2 2017

Topics include: Market Insights, TD Ameritrade Accounts, Flexible Withdrawal Rates, Spring Cleaning

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FINANCIAL LIVING, Q1 2017

Topics Include: Market Insights, Matching Returns, Inherited Retirement Accounts, ACM Gives Back

Download entire newsletter  

FINANCIAL LIVING, Q4 2016

Topics Include: Market Insights, AT&T Retirement Ebook, Inspirational Books, Brain Training

Download entire newsletter  

FINANCIAL LIVING, Q3 2016

Topics include: Market Insights, Important College Aid Changes, Tracking Former Olympians, College Strategies

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Financial Living, Q2 2016

Topics include: Market Insights; New Government Regulations; National Park Passes; How We Keep Your Data Secure.

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Financial Living, Q1 2016

Topics include: Market Insights; Do’s & Don’ts  of Market Volatility; Key Financial Dates; Why Women Should Prioritize Financial Education.

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Financial Living, Q4 2015

Topics include: Market Insights; Lump Sum Pension Buyout Offer Rules; and Cybersecurity Tips.

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Financial Living, Q3 2015

Topics include: Market Insights; Two Big Fat Greek Investment Lessons; Tips for Teaching Children About Money; Fall Client Meetings.

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Financial Living, Q2 2015

Topics include: Market Insights; A New Look for Advance Capital; On Happiness in Retirement; Rules of Working and Receiving Social Security.

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