What Should I Do if I’m Retiring and Have a Loan against My Verizon 401(k)?

July 11, 2023

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Case Study: Rising Interest Rates and Pension Lump Sum Values

May 12, 2023

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Four Reasons Why Women Make Better Investors Than Men

The verdict is out, and according to data, women are, indeed, better investors than men. While it's true that women invest less frequently than men, the numbers show that women investors outperform their male counterparts in returns. According to a Fideli…

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SECURE Act 2.0: How the New Rules Affect Your Retirement

Putting money aside for retirement can be daunting, especially when there are bills to catch up on. Over the years, retirement tax incentives have not been very effective in encouraging people to enthusiastically save for retirement. This is set to change…

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401(K) Investment Options for Mid-Atlantic Verizon Associates

April 21, 2023

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Retiree Life Insurance for Verizon Mid-Atlantic Associates

March 6, 2023

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Social Security Benefits for When a Husband or Wife Dies

Social Security benefits provide a much-needed financial security net that facilitates a comfortable retirement. In the unfortunate event that you lose your beloved spouse, you may qualify for their retirement benefits. Depending on the situation, you cou…

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Estate Planning Guide

Your estate is comprised of everything you own—your home, car, checking and savings accounts, and personal possessions. Estate planning is the process of arranging how you want your assets to be divided among friends and family when you pass away. It is i…

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Pension Election Guide

Retiring from Verizon after many years of service is both an emotional decision as well as a financial one. A significant part of the financial decision involves a pension election. Associates have a few pension options: elect a lump sum distribution or a…

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Diversifying concentrated VZ Stock Allocation in 401(k)

John Smith is 45 years old and has 17 years of service at Verizon. He has saved diligently into his 401(k). His goal is to retire sometime after turning 65. Along with his 401(k), he also has a pension benefit that will provide his income in retirement.

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