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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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Q&A Session for AT&T Employees

Nov 1, 2021 3:23:00 PM
written by The Retirement Group

Over the last few weeks, our AT&T-focused advisors here at The Retirement Group have been getting asked a particular question during our webinars. We feel it is important that everyone who is currently working, retired, or on the verge of retiring know the answer to this:


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posted in AT&T

What AT&T Employees Should Know About HSAs

Sep 27, 2021 2:09:00 PM
written by The Retirement Group

What AT&T Employees May Not Know About HSAs

With all of the recent changes in Texas this is particularly relevant to Texas residents. Regardless of whether they are insured or not, many Americans report that some of the largest recurring expenses throughout their lifetimes come in the form of health care costs. Many AT&T employees from areas like California can become better prepared for expected and unexpected medical expenses, with a Health Savings Account (HSA).


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posted in Healthcare, AT&T, HSA

6 Retirement Myths AT&T Employees You Need to Know!

Sep 21, 2021 3:22:00 PM
written by The Retirement Group

During our 30+ years helping AT&T employees retire successfully, everyone has come to us feeling excited to start the planning process. But some have been surprised to find out our recommendations differ from what they heard elsewhere like those from New York or Alaska.

This is because there’s a lot of misinformation swirling around. As a fiduciary, we are legally obligated to serve your best interests at all times. So, we can tell you achieving the retirement you want most isn’t going to happen if you’re sidetracked by myths and false information.

We don’t want that happening to you. That’s why we’re going to bust the top six AT&T retirement myths so you can start building the retirement of your dreams right now.


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posted in AT&T

AT&T Pension Plan

Aug 15, 2021 9:03:00 AM
written by The Retirement Group

If you work for AT&T and are nearing your Retirement Years this information will apply to you specifically.

AT&T History

AT&T has a complicated history of breaking up and merging back together. In 1984 the giant corporation was split into regional telecommunications companies known as the "Baby Bells." Since the break-up, these companies have merged once again to form the present-day AT&T.  Due to AT&T's mergers, understanding the complexities of the pension plans can be a challenge. Click the button below to get in contact with an AT&T specific advisor here at The Retirement Group.


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posted in Financial Planning, Lump Sum, Pension, Retirement Planning, AT&T

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