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

Winning Strategies to Cut College Costs

Cutting College Costs Webinar

September 21 at 12:00 pm EDT

Hosted by Lynn O’Shaugnessy, Higher-Ed Journalist and College Expert

Register Now!



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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Estate Planning Steps to Help Preserve Wealth

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Volunteering Makes You Happy in Retirement

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Affordable Travel Ideas for Midwest Boomers

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Finding a Financial Adviser in Michigan

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AT&T Pension Options for Management Employees

When it comes to a pension, size isn’t the only thing that matters. How you choose to receive your pension – lump sum or monthly annuity – is just as important.

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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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Strategies for Cutting College Costs Webinar

Join our special guest host, Lynn O’Shaugnessy, College Expert and Higher-Ed Journalist for important information regarding financial aid and how to cut the cost of college.

Register your spot today!  

Fall Client Meeting – Kalamazoo

September 14, 2016 at 11:00 am

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Fall Client Meeting – Downer’s Grove

September 15, 2016 at 11:00 am

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Fall Client Meeting – Saginaw

September 15, 2016 at 11:00 am

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Fall Client Meeting – Champaign

September 16, 2016 at 11:00 am

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Fall Client Meeting – Lansing

September 20, 2016 at 11:00 am

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Fall Client Meeting – Independence (AM)

September 20, 2016 at 11:00 am

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Fall Client Meeting – Independence (PM)

September 20, 2016 at 6:00 pm

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Fall Client Meeting – Port Huron

September 22, 2016 at 11:00 am

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Fall Client Meeting – Southfield

September 26, 2016 at 11:00 am

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Fall Client Meeting – Petoskey

September 27, 2016 at 11:00 am

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Fall Client Meeting – Traverse City

September 28, 2016 at 11:00 am

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Fall Client Meeting – Brookfield

September 28, 2016 at 11:30 am

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Fall Client Meeting – Cadillac

September 29, 2016 at 11:00 am

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Fall Client Meeting – Grand Rapids

October 4, 2016 at 11:00 am

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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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