• Case Studies

Diversifying concentrated VZ Stock Allocation in 401(k)

Learn how one client properly allocated his 401(K) between stocks and bonds, as well as diversified his plan across all asset classes and market sectors. 

  • Case Studies

How the Right Guidance Saved a Verizon Employee $30K

Learn how the H&A team helped one client save $30,000 in pension benefits by identifying an error in his retirement commencement date.

  • Memos & Documents

What Type of Investor Are You?

The Investor Profile Questionnaire is designed to help you gain an in-depth understanding of your investment objective, which serves as the foundation of your portfolio and guides us in making investment recommendations.

  • Article

Lump Sum or Annuity? Verizon Pension Benefit Choices Explained

As a Verizon employee, your pension benefit plays an essential role in your retirement income planning. When deciding to retire from Verizon, one of the biggest decisions you will have to make is whether to take the lump sum or annuity payout option.

  • Article

Tips for Verizon Employees Considering an EISP Offer and Early Retirement

The decision of when to retire is one of the biggest you can ever make. An early retirement offer from Verizon, whether an ISP, EISP, or Special EISP, can result in you having to accelerate that decision within a relatively short amount of time.