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.



RMD Rules Explained

The end of the year is not only the holiday season, it’s RMD season. It is the time of year to make sure you have taken your full RMDs by December 31.

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Power of Attorney Online Webinar

POAwebinar-imageMay 17 at 7:00 pm EST. Learn why having this document is so important for you and your family.

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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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The Difference between Financial Planning & Asset Management

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Using Your Home for Retirement Income

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5 Reasons an IRA Rollover Makes Sense

Whether switching jobs or retiring, one question you’ll likely ask is: What should I do with my old 401(k)?

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Simple Ways to Avoid Financial Mistakes

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Long-Term Care Insurance: What to Consider

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Give Your Financial Adviser the “Shark Tank” Treatment

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Power of Attorney Webinar

Attend this online webinar to find out why having a POA document is so important.

Register your spot today!  

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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.




AT&T 401(k) Plan

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



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, 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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