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 ARTICLE

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Will or Living Trust? Which is best for you?

Is a will or living trust better for you? To help with your decision, let’s explore how each one works and discuss some of their major differences.

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FEATURED WEBINAR

Power of Attorney Webinar Recording

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FEATURED DOWNLOAD

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How to Survive a Market Downturn Whitepaper

Stay on track toward your financial goals during times of market turbulence.

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How to Choose between a Monthly or Lump Sum AT&T Pension Offer

As a union employee in the AT&T pension plan, one of the most important retirement decisions you’ll make comes near the end of your career. Monthly annuity or lump sum pension?

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Apps and Online Tools for Retirement Living

Need help figuring out how you’ll spend your time once you retire? Or, want to get more enjoyment out of retirement? Look no further than your smartphone or tablet.

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Brexit Lessons: Keep Calm and Invest On

On Thursday, June 23 British citizens voted in a national referendum to secede from the European Union. The shock of “Brexit” reverberated across financial markets around the world.

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The Unintentionally Brilliant Money Advice of Mark Twain

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10 Major Sources of Retirement Income

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How Much Do You Need for Retirement? Look at Your Paycheck

These are all different iterations of the million-dollar retirement question. (For some retirees, $1 million is the actual answer!)

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Annual U.P. Client Meeting – Sault Saint Marie

Wednesday, August 3, 2016 at 6:00 PM

Register your spot today!  

Annual U.P. Client Meeting – Marquette

Wednesday, August 3, 2016 at 10:00 AM

Register your spot today!  

Annual U.P. Client Meeting – Iron Mountain

Tuesday, August 2, 2016 at 4:00 PM

Register your spot today!  

Annual U.P. Client Meeting – Escanaba

Tuesday, August 2, 2016 at 10:00 AM

Register your spot today!  

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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.

 
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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.

 

 

 
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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.

 
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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 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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