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Retire On Purpose, With Purpose

When it comes to managing your retirement, a small mistake can cause a major loss of capital. That is why it's important to speak with a financial advisor who is familiar with your Company's benefits. Schedule a call today..  
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What You Should Know About the Debt Ceiling Debate

SECURE 2.0 Offers New Options for 529 Plans and Student Loan Payments

Market Month: May 2023

New Clean Vehicle Tax Credit Guidance Issued

Best States to Retire in 2023

What You Should Know About the Federal Reserve's New Instant Payments System

Rescuing America's Safety Net

SECURE 2.0 Helps Small Employers Help Their Employees

AT&T’s Retiree Pension Payments Taken Over by Athene

How Layoffs Can Have Negative Long-Term Consequences for Companies

Vision Care Insurance

Auto Loans


SECURE 2.0 Adds New Early Withdrawal Exceptions

Federal Income Tax Returns Due for Most Individuals in 2023

Bank Failures Shine Light on Interest Rate Risks

U.S. Banking Crisis: Should You Be Worried?

There's Still Time to Fund an IRA for 2022

IRS Issues Guidance on State Tax Payments

Financial Survival After a Job Loss

What is a Mega Roth IRA?

Watch Out for These Common Tax Scams

Life Insurance and Terminal Illness

IRS Releases Standard Mileage Rates for 2023

Fortune 500 Employees: How 72(t) Avoids the 10% Penalty

Market Month: February 2023

The Debt Ceiling and Deficit Spending

REAL ID Deadline Extended Again

Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules

Market Month: January 2023

2023 Federal Tax Filing Season Has Started

Is the Yield Curve Signaling a Recession?

Retirement Investors Get Another Boost from Washington

2022 Year End Tax Planning Guide

SIMPLE 401(k) Plan

Annual Market Review 2022

Tis the Season for Tax-Friendly Giving Strategies

Student Loan Repayment Delayed Again to Future Date in 2023

Market Month: November 2022

Fortune 500 Employees: Lump-Sum Payouts and Annuity Purchase

Fortune 500 employees: Annuities Vs. IRA Withdrawals at 4% Rule

College Cost Data for 2022-2023 School Year

2022 Year-End Charitable Giving for Fortune 500 Employees

AT&T? Retire with the Lump-Sum & Buy an Annuity!

For Fortune 500 Employees: What Does a Strong Dollar Mean for the U.S. Economy?

Medicare Open Enrollment Is Here: How Are Costs Changing for 2023 and How Will it Effect Fortune 500 Employees?

Market Month: October 2022

2022 Year-End Tax Tips

Retirement Legislation Awaits Further Action

September 2022 Interest Rates

Quarterly Market Review: July-September 2022

FAFSA for 2023-2024 School Year Opens on October 1

CHIPs and Science Act Aims to Preserve U.S. Technology Edge

AT&T Pensions Would Drop About 22% If Rates Were Calculated Today

Prepare Now for Future Emergencies

New Cancellation for Federal Student Loans and Delayed Repayment to 2023

Market Month: August 2022

Inflation Reduction Act: What You Should Know

Fortune 500 Employees: Is the U.S. Economy in a Recession?

IRS Increases Standard Mileage Rates for Last Half of 2022

Now Might Be a Good Time for a Roth Conversion

The Health of Social Security: Some Good News and Some Bad News

Interest Rates Are Soaring in 2022, What Will this Mean for Future Lump Sums at Southern California Edison?

Up-To-Date Market Week

Tech Sector Turmoil and the Bear Market

ExxonMobil Q4 Lump-Sum Payments Likely to Fall, Based on Rising Rates

Q4 ConocoPhillips Lump Sum Payments Likely to Fall, With Interest Rates Continuing to Rise

KP Lump Sum Payments Falling, With Interest Rates Continuing to Rise

Alternative to the 4% Rule Using Variable Withdrawals

Chevron Lump Sums Experiencing Serious Drops, as Interest Rates Continue to Soar

RSU and 401(k) Benefits for Facebook Employees

Despite Concerns, Retirement Confidence Remains Steady

Handling Market Volatility with Confidence

3 Reasons Why Interest Rates Are On The Rise

Don't Panic: A Bull Case for Equities

Eggs in One Basket

A Note On Inflation

Rising Rates Join Long List of Housing Dilemmas

A Note On The Yield Curve

Take Emotion Out of the Market

A Note Regarding Recent Performance

ExxonMobil Lump-Sum Payments Likely to Decline in Q4 Based on Current Trajectory

ConocoPhillips Lump Sum Payments Likely to Decrease in Q4 With Rates Continuing to Increase

KP Lump Sum Payments Drop, As Interest Rates, Continue to Climb

Chevron Lump Sums Fall as Interest Rates Continue to Rise

High Inflation: How Long Will It Last?

PGE and Getting a Retirement VSP?  Should You Take It?

KP Lump Sum Payments Fall, As Interest Rates Sharply Rise

ConocoPhillips' Lump Sum Payments Continue to Decline in Value With Rising Segment Rates

Chevron Lump Sums Decrease as Interest Rates Soar

ExxonMobil's 3rd Quarter Interest Rates Released, Pension Lump Sum Payments Likely to Decrease

Is the Russia-Ukraine War a Threat to the Global Economy?

Managing Bond Risks When Interest Rates Rise

Federal income Tax Returns Due for Most Individuals

Interest Rates at KP Rise Significantly, Lowering Lump-Sums

Interest Rates Jump, Indicating ExxonMobil's Pension Lump Sum Payments May Have Peaked

Lump Sum Payments May Have Peaked With ConocoPhillips Due to Rising Interest Rates

What Do Rising Interest Rates Mean for Your Money?

Chevron Interest Rates Jump, Lump Sum Payments Continue to Decrease

Global Finance: Kicking Russia Out of SWIFT

Colliding Forces: Russia, Oil, Inflation, and Market Volatility

There's Still Time to Contribute to an IRA for 2021

Interest Rates Continue their Climb in 2022, What will this Mean for Future Lump Sums at AT&T?

ExxonMobil's Lump Sum Payments may have already Peaked as Interest Rates Jump

ConocoPhillips' Lump Sum Payments may have Peaked, With Jump in Newly Released Interest Rates

Interest Rates at KP Keep Rising, Lowering Lump Sum Payments

Interest Rates at Chevron Jump, Decreasing Lump Sum Payments Again

Help Wanted: Why Can't Businesses Find Enough Workers?

Your Meta (Facebook) RSU Shortcut

Federal Tax Filing Season Has Started

Interest Rates for AT&T Employees are Rising, How Will This Affect Lump-Sums?

ConocoPhillips Lump Sums Decreasing, With Newly Released Interest Rates

Will Infrastructure Investment Pave the Way to a Stronger Economy?

Interest Rates at KP Continue Rising, Decreasing Lump Sum Payments

ExxonMobil's Lump Sum Payments are Decreasing as Interest Rates Rise

Interest Rates at Chevron Keep Rising, Lowering Lump Sum Payments

The Fed Pivots to Fight Inflation

AT&T Lump Sums Likely To Drop in 2022 With New Interest Rate Announcement

Fortune 500 Employees and Retirees: What Will You Pay for Medicare in 2022?

Retirement Plan Limits on the Rise in 2022

Supply-Chain Chaos: Holiday Edition

Retiring & Worried About a Housing Crash?

2021 Year-End Tax Tips

Inflation - How to Hedge Against it and What it Means for Value

New College Cost Data for 2021-2022 Academic Year

Market Month: November 2021

Supply-Chain Chaos: Holiday Edition

Chevron Rates Rising, Driving Lump Sums Lower

RMD Roundup: A Few Key Updates About Required Minimum Distributions

The Budget and the Debt Ceiling: Round 2

Supply-Chain Chaos: Holiday Edition

AT&T Healthcare & Interest Rates Changing in 2022

Tax Savings in Your AT&T 401(k) Plan

Supply-Chain Chaos: Holiday Edition

Q&A Session for AT&T Employees

Employer Open Enrollment: Make Benefit Choices That Work for You

ConocoPhillips Interest Rates Continue to Fall, Increasing Lump Sums

ExxonMobil Lump Sums Rise, as Rates Cool

Supply-Chain Chaos: Holiday Edition

Chevron Rates Fall, Pushing Lump Sums Higher

Here are 10 Tips If You're Leaving AT&T

Social Security's Uncertain Future: What You Should Know

AT&T Lump Sums Will Likely Decline in 2022 After Hitting Highs in 2021

Medicare Open Enrollment for 2022 Begins October 15

Quarterly Market Review: July-September 2020

The Budget and the Debt Ceiling: Federal Spending in the Crosshairs

Advancing Tax Proposals Put Corporations and High-Income Individuals in Spotlight

Infrastructure Legislation Advances

ExxonMobil Lump Sums Fall, as Rates are on the Rise

FAFSA for 2022-2023 School Year Opens on October 1

Too Hot to Handle: What's Ahead for the U.S. Housing Market?

New Tax Bill Proposal Summary

ConocoPhillips Interest Rates Begin Upward Trend, Reducing Lump Sums

Chevron Rates Decreasing, Pushing Lump Sums Upward

IRS Releases 2022 Key Numbers for Health Savings Accounts

Market Month: August 2021

U.S. Census 2020 Results: Takeaways

Chevron Interest Rates Decline, Raising Lump-Sums

Student Loan Payment Pause Extended Through January 2022

ExxonMobil Interest Rates Trend Downward, Approaching Year End

AT&T Pension Plan

ConocoPhillips Interest Rates Trend Downward, Good News for Employees

Social Security Retirement Benefits

Market Month: July 2021

Antitrust Crackdown Aims to Increase Competition

AT&T Healthcare & Interest Rates Changing in 2022

Mid-Year Is a Good Time for a Financial Checkup

New Global Tax Accord Takes Shape

Chevron Interest Rates Trend Downward, Slightly Pushing Lump-Sums Up

Hostage Data: Ransomware and Protecting Your Digital Information

ExxonMobil Interest Rates Continue to Rise through the Fourth Quarter

Should You Be Concerned About Inflation?

ConocoPhillips Interest Rates Decrease, Raising Lump Sums

Federal Student Loan Interest Rates Set to Increase for 2021-2022

How Are Workers Preparing for Retirement

The Housing Market & Your AT&T Retirement

Will Q4 ExxonMobil Interest Rates Continue to Rise?

Rising Interest Rates for Chevron Cause Lump-Sums to Decrease

5 Reasons a Housing Market Crash is Unlikely

ConocoPhillips Interest Rates May Rise Again in Q4

Market Month: May 2021

Debt Profile of Older Americans

How Current Housing Demand Compares to 2007

Crisis Averted? Financial Help for Struggling Renters and Landlords

Retirement Confidence Remains Strong, Despite Pandemic

Reproduction Costs for Homes is Increasing, Raising Property Values

American Familes Plan Would Provide Benefits for Some, More Taxes for Others

Trends Indicate Increased Housing Affordability

Rising Inflation: Where Will It Go from Here?

Market Month: April 2021

Home Equity and the Housing Market

Enhanced Child Tax Credit for 2021

Rising ConocoPhillips Interest Rates Reduce Lump-Sums

Rising ExxonMobil Interest Rates Reduce Lump-Sums

A Sharp Increase in Chevron Interest Rates Cause Lump-Sums to Decrease

High-Frequency Indicators: Where to Look for Signs of Recovery

Quarterly Market Review: January-March 2021

U.S. Credit-Card Debt Levels See Record Drop in 2020

Chevron Lump-Sums Decrease as Interest Rates Rise

Due Date for Federal Income Tax Returns and Payments Postponed to May 17

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Information regarding the lump-sum payout may or may not apply to specific employees based on factors such as mergers, acquisitions, years of service, age, or the date an employee was hired.