Month: December 2019

AT&T: Social Security and Medicare

Social Security Identifying optimal ways to claim Social Security is essential to your retirement income planning. For many retirees, understanding and claiming Social Security can be difficult. Social Security benefits are not designed to be the sole source of your retirement income, but rather a part of your overall withdrawal strategy. Knowing the foundation of

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AT&T: Divorced or Divorcing

Are you divorced or in the process of divorcing? Your former spouse(s) may have an interest in a portion of your AT&T retirement benefits. “Happily ever after” and “until death do us part” won’t happen for 28% of couples over the age of 50.3 Most couples saved together for decades, assuming they would retire together.

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The Impact of Divorce on Your Boeing Benefits

Going through a divorce is never easy. I’ve had a few Boeing clients reach out to me and express concern about how their divorce might impact their BA benefits package. In an attempt to help other Boeing employees who may be wondering the same thing, I’ve done some research and here is what I found.

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AT&T: Stages of Retirement

Stages of Retirement Retirement planning, whether you are 20 or 60, is something we must actively plan towards annually. Yet, numerous polls and experts say the majority of Americans don’t know how much to save or the income they will need. Getting started… Your 20’s and early 30’s Everyone knows how critical starting in your

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Top 10 Articles Requested by AT&T Employees in 2019

1. Understanding the Modified Rule of 75 — AT&T Retiree Benefits An abundance of people “retire” from AT&T, but are you aware, that doesn’t necessarily make you an official “retiree” under the classification of benefits?  Will these dental, medical and life insurance benefits be competitive to those you received while you were an active employee…

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