How to Reduce and Avoid Medicare’s IRMAA
Undoubtedly, for some Verizon retirees, the extra cost associated with the income-related monthly adjustment amount (IRMAA) can take you by surprise and disrupt your household budget. According to the Center for Medicare & Medicaid Services, 7% of Medicar…
Read MoreArticle - ADV Offer Letter
As we are early in 2022 it’s a good time to reflect on the guiding principles which govern our investment advice philosophy. H&A’s overall basis of investment advice is goal-focused and planning-driven, your vision, goals and objectives provide the guidan…
Read MoreTips 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. For this …
Read MoreTips 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. For this …
Read MoreLump 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. Whil…
Read MoreLump 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. Whil…
Read MoreWhat Type of Investor Are You?
This questionnaire is designed to help you gain an in-depth understanding of your investment objective, which serves as the foundation for your portfolio and guides us in making investment recommendations.
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