Corporate

Layoff Navigation Made Simple

Facing layoffs at your company? Join our webinar to shield your financial future!

AT&T

AT&T Employee? Reduce Tax Penalties During a Market Slowdown!

We will be having a webinar for AT&T employees on strategies you can use to potentially reduce tax penalties during periods of high inflation.

AT&T

AT&T Employees: Learn How to Unlock Bigger Payouts using 72(t)

We'll be having a webinar for AT&T employees on 72(t) tax planning! We’ll cover how 72(t) allows IRA owners under a certain age to access their...

Corporate

Healthcare Cost Changes on the Horizon

We will be having a webinar on healthcare to discuss changes in company healthcare plans. We'll cover changing healthcare programs, rising costs, and...

Chevron

Chevron Employee? The Pros and Cons of the Lump Sum vs the Annuity

Should Chevron employees take their pension as a lump sum or an annuity? How will interest rates affect this decision?

Financial Planning

The Social Security Fairness Act could boost payments for more than 3.2 million Americans

Learn about the Social Security Fairness Act signed into law by former President Joe Biden, which repeals the Windfall Elimination Provision and...

Financial Planning

Chevron Employee Financial Situations

Learn about real life situations that Chevron employees like you have faced in the past. Determine how to navigate your retirement from Chevron.

Financial Planning

Navigating Retirement at USAID: A Guide to Maximizing Your Benefits in 2025

Explore the essential 2025 updates for federal retirees and employees transitioning into retirement. This guide covers annuity adjustments, Medicare...

Financial Planning

Blue Cross Blue Shield of Michigan Introduces Voluntary Employee Buyout Program

Explore the transformative journey of retirees Kelly and Nigel Benthall, who redefine retirement by choosing adventure over traditional inheritance....

Financial Planning

New Orders for Federal Agencies to End Remote Work for Employees

Explore the transformative journey of retirees Kelly and Nigel Benthall, who redefine retirement by choosing adventure over traditional inheritance....