February 12, 2025
In the contemporary landscape of retirement planning, the transition from active employment to Medicare eligibility at 65 poses significant challenges, particularly concerning healthcare coverage. ...
February 10, 2025
As a Caterpillar executive, navigating your retirement benefits can be complex. Our checklist is designed to guide you in gathering essential financial documents needed for your Financial Planning ...
February 05, 2025
In the realm of investments, certain scenarios necessitate a comprehensive understanding of what constitutes worthless stock and the implications it carries. This detailed exploration serves to ...
AT&T,
XOM,
PG&E,
Navigating Turbulent Waters: Apache Corp. and Chevron Spearhead Industry-wide Layoffs Amid Economic Strain
February 03, 2025
There have been rumors that the following companies may be having layoffs. While some may not be confirmed, these are companies to keep an eye on going forward: Booz Allen, Tiaa, Caci, Gartner, Tetra ...
January 29, 2025
In the complex world of finance and investment, the concept of tax basis stands as a crucial element, especially for individuals navigating the sale of investment assets. The tax basis, ...
January 22, 2025
The Significance of Tax Services in Financial Management Tax services are a critical component of financial management, offering substantial benefits that go beyond mere compliance. These services ...
August 02, 2024
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 ...
July 30, 2024
AT&T has announced that it will be transferring the assets and liabilities associated with its pension plan to Athene, a highly-rated insurance company that specializes in managing annuity ...
July 24, 2024
It is always good to know what benefits you will be receiving and what responsibilities you have to make sure you receive them. As stated in your Kaiser Permanente Summary Plan Descriptions (SPD) ...
May 23, 2024
It's critical for San Diego recruiters to keep up with changes that affect the community's employers and job seekers. A lot of you may be impacted by some important news regarding tax filing ...
AT&T,
XOM,
PG&E,
2023,
A Tumultuous Week for the Workforce: Altice and AT&T Lead Wave of Industry-wide Layoffs
February 16, 2024
Date: March 22, 2024 In a week marked by significant layoffs, companies across various industries have announced cuts, reflecting a broader trend of workforce adjustments amid economic challenges and ...
January 21, 2024
January 21, 2024
January 21, 2024
January 21, 2024
The announcement yesterday at Ford regarding the layoff of approximately 7,000 white-collar employees was monumental. This is essentially revolutionary for automotive families spanning generations. ...
January 21, 2024
In a surprising change of events, Amazon is no longer contemplating bringing its $2.5 billion campus to Long Island City, New York, after receiving public and political backlash. Just because a city ...
January 21, 2024
'They're liquidating us': AT&T continues layoffs and outsourcing despite profits
January 21, 2024
January 21, 2024
AT&T confirmed Monday that it’s in the midst of a round of layoffs this week that sources said affect “a very small portion” of its global workforce in the legacy services part of its business.
January 21, 2024
January 21, 2024
“Hone your strengths and turn them into superpowers.” This is the advice that Annie Pearl gave a ballroom of over 500 women…
January 21, 2024
December 05, 2023
AT&T has made a significant announcement that will bring about changes in the company's structure. The telecommunications giant is planning to spin off its cybersecurity business into a ...
October 26, 2023
AT&T pension lump-sum values have plummeted In recent years. The financial landscape has been anything but stagnant. For AT&T employees eyeing the golden shores of retirement, the rise in ...
October 26, 2023
As companies like AT&T navigate the return-to-office landscape, it's essential to consider how these mandates could influence employees' retirement decisions. Regardless of age, profession, and ...
October 26, 2023
As AT&T employees face the prospect of returning to the office due to company mandates, it's crucial to understand the steps to take before making this significant transition. Whether you're ...
October 26, 2023
Returning to the office is a significant decision for AT&T employees, one that can have far-reaching consequences on both their professional and personal lives. In today's ever-connected job ...
October 26, 2023
As AT&T employees face the return to the office mandate, they confront a significant decision that comes with financial implications that may not necessarily be in their favor. Similar to the ...
October 06, 2023
The journey through retirement, job loss, or significant transitions due to return-to-office mandates often mirrors the same five stages of grief: denial, anger, bargaining, depression, and ...
October 02, 2023
The Troubling New Norm: Why Some Lockheed Martin Retirees Are Returning to Work Retirement, which has historically been associated with leisure and relaxation, is shifting. Retirees rejoining labor ...
October 02, 2023
Finding the appropriate financial firm upon retirement is difficult. Whether you work for a multinational corporation like Lockheed Martin or another esteemed institution, you will continue to face ...
September 14, 2023
The Troubling New Norm: Why Some Chevron Retirees Are Returning to Work Retirement, which has historically been associated with leisure and relaxation, is shifting. Retirees rejoining labor markets ...
September 14, 2023
There has been a consistent economic trend showing that corporations will decrease or suspend benefits when a recession strikes. We witnessed this in the 2001 recession, when General Motors, Charles ...
September 14, 2023
The Troubling New Norm: Why Some ExxonMobil Retirees Are Returning to Work Retirement, which has historically been associated with leisure and relaxation, is shifting. Retirees rejoining labor ...
September 14, 2023
With all of the news about upcoming layoffs & pension changes, employees need to know what steps to take before leaving Lockheed Martin in 2021. Retiring or worse, losing your job, is a grandiose ...
September 14, 2023
The Troubling New Norm: Why Some Kaiser Retirees Are Returning to Work Retirement, which has historically been associated with leisure and relaxation, is shifting. Retirees rejoining labor markets is ...
September 14, 2023
In my years of recruiting I've had clients ask me quite frequently about retirement planning. Today I wanted to write a post that may help some of my Caterpillar clients be better prepared for ...
September 14, 2023
The Troubling New Norm: Why Some ConocoPhillips Retirees Are Returning to Work Retirement, which has historically been associated with leisure and relaxation, is shifting. Retirees rejoining labor ...
September 14, 2023
1. Life After Merck: Surviving a Bear Market In Retirement
September 14, 2023
The Troubling New Norm: Why Some AT&T Retirees Are Returning to Work Retirement, which has historically been associated with leisure and relaxation, is shifting. Retirees rejoining labor markets ...
September 06, 2023
Finding the appropriate financial firm upon retirement is difficult. Whether you work for a multinational corporation like AT&T or another esteemed institution, you will continue to face ...
September 02, 2023
The Covid-19 case count has been peaking as of recently, with the Delta variant making headlines. In an attempt to manage the situation, Government & public locations have maintained covid-safe ...
September 02, 2023
The Covid-19 case count has been peaking with the recently discovered Delta variant making headlines. In an attempt to manage the situation, Government & public locations have maintained ...
September 02, 2023
As our Nation’s economy reopened & outings have returned after more than a year of isolation, the Covid-19 case count has been peaking as of recently, with the recently discovered Delta variant ...
September 02, 2023
The coronavirus has caused the oil & gas industry major strife over the last year and a half. However, corporations were struggling with their pension liabilities long before the pandemic hit. ...
September 02, 2023
The number of Covid-19 cases has reached its highest point, and the Delta variant, which was just recently identified, has garnered significant attention. While government and public locations have ...
September 02, 2023
Recently, with the resumption of public activities and the reopening of the economy following over a year of isolation, the number of Covid-19 cases has reached its highest point. Notable among these ...
September 02, 2023
With all of the news about upcoming layoffs, employees need to know what steps to take before leaving Caterpillar. Retiring or worse, losing your job is a grandiose moment in your life. Your mind is ...
September 02, 2023
Chevron has been in the process of cutting costs to help cope with the ongoing recession caused by the pandemic. The Coronavirus took a toll on the entire economy, but it came down on the oil & ...
September 02, 2023
Pacific Gas & Electric (PG&E) was struggling financially well before the coronavirus took its toll on the American economy. According to The New York Times, PG&E emerged from bankruptcy ...
September 02, 2023
Merck has taken a hit in terms of 2nd quarter profits after seeing a boost in the first quarter. According to The San Diego Union-Tribune, Merck announced that 2020 prescription drug sales will drop ...
September 02, 2023
With all of the news about upcoming layoffs, employees need to know what steps to take before leaving Bank of America. Retiring or worse, losing your job is a grandiose moment in your life. Your mind ...
September 02, 2023
With all of the news about upcoming layoffs, employees need to know what steps to take before leaving Kimberly-Clark. Retiring or worse, losing your job is a grandiose moment in your life. Your mind ...
September 02, 2023
Verizon has chosen not to layoff employees during the pandemic. However, Verizon was already planning to cut $10 billion in spending by 2021. This plan was put in place before the pandemic hit. It’s ...
September 02, 2023
Lockheed Martin had already begun cutting benefits before the Coronavirus took its toll on the world economy. According to Barron’s, “Lockheed Martin (LMT) finished freezing its defined-benefit ...
September 02, 2023
Caterpillar decided to freeze its pension plan back in 2010 in order to cut costs. This begs the question, what will Caterpillar do to save their dividend in 2021?
September 02, 2023
There has been a consistent economic trend which shows that when a recession hits corporations will decrease or suspend benefits. We witnessed this in the 2001 recession when General Motors, Charles ...
September 02, 2023
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. ...
September 02, 2023
As a resource for those who have retired from Kaiser Permanente, this page provides information to help guide you through life after working. From pensions to 401(k) handling and everything in ...
September 02, 2023
Losing your job is a catastrophic event for many folks and the people around them. While these times may seem like the lowest of lows, it is best to refrain from making abrupt decisions that could ...
September 02, 2023
We would all like to spend a little less on taxes. When preparing for life after ConocoPhillips, making sure you pay the lowest possible tax rates is crucial to maximizing your nest egg. Net ...
September 02, 2023
As a recruiter I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of the ...
September 02, 2023
The worldwide pandemic has had Fortune 500 companies scrambling to protect their dividends and keep their shareholders happy. Almost every economic sector took a hit, but the Oil & Gas Industry ...
September 02, 2023
As a recruiter who has placed people at many fortune 500 companies, I've seen first hand what corporations choose to prioritize in a recession. More than a year ago, the Coronavirus crisis ravaged ...
September 02, 2023
The coronavirus has caused the oil & gas industry major strife for well over a year. However, corporations were struggling with their pension liabilities long before the pandemic hit. The number ...
September 02, 2023
ConocoPhillips, along with most other oil companies, is in the process of trying to cut costs to help deal with the economic downturn brought on by the Coronavirus. The pandemic hurt the entire ...
September 02, 2023
ConocoPhillips is in the process of cutting costs to help cope with an economy left behind by the pandemic. Coronavirus took a toll on the entire economy, but it came down on the oil & gas ...
September 02, 2023
Corporations in almost every industry are in the process of trying to cut costs to help deal with the economic downturn brought on by the Coronavirus pandemic. The pandemic has taken a toll on the ...
September 02, 2023
1. Life after Boeing: Surviving a Bear Market in Retirement
September 02, 2023
As a recruiter, I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of ...
September 02, 2023
As a recruiter I do my best to put people in the right situation. For some people that means a great company culture, for others it means a higher paycheck. While I’m not a financial advisor, I have ...
September 02, 2023
As a recruiter, I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of ...
September 02, 2023
As a recruiter, I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of ...
September 02, 2023
Losing your job is a catastrophic event for many folks and the people around them. Unfortunately, with the current economic situation this could be a reality for a lot of people. The oil and gas ...
September 02, 2023
The Coronavirus crisis took a great toll on the economy, with the Oil & Gas industry being hit especially hard. Fortune 500 companies have been scrambling to protect their dividends and keep ...
September 02, 2023
As a recruiter, I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of ...
September 02, 2023
As a recruiter, I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of ...
September 02, 2023
My job as a recruiter involves putting people in the best position for them to succeed. This often involves placing someone at the right company, but sometimes my clients inquire about other aspects ...
September 02, 2023
Retiring or worse, losing your job, is a grandiose moment. Your mind is racing and you simply just don’t know how to operate. The loss of a job, especially for those with over 20 years of service, ...
September 02, 2023
With Boeing announcing layoffs over the course of the last year, people are understandably concerned for their future. If you find yourself in the unfortunate situation of losing your job, there is a ...
September 02, 2023
As a recruiter I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of the ...
September 02, 2023
The novel coronavirus has caused the oil & gas industry major strife since its onset. However, corporations were struggling with their pension liabilities long before the pandemic hit. According ...
September 02, 2023
Back in late February and early March corporations in many industries were blindsided by the Coronavirus pandemic and its impact on their bottom line. Companies in the oil & gas sector took on ...
September 02, 2023
Retiring or worse, losing your job is a grandiose moment. Your mind is racing and you simply just don’t know how to operate. Loss of a job, especially for those with over 20 years of service, affects ...
September 02, 2023
Stages of Retirement
September 02, 2023
As a recruiter it is important for me to be able to place people in a position to succeed. Collecting a reasonable paycheck is only a portion of personal success. A big part of putting yourself in a ...
September 02, 2023
In order to cut costs, Lockheed Martin made the decision to freeze its pension plan back in 2016, and recently offloaded $4.9 billion in pension liabilities to Athene Annuity and Life Co., per ...
September 02, 2023
As a recruiter, clients ask me, yes a recruiter, about what they should know about their benefits. With everything going on in the market and the current health crisis those questions have become ...
September 02, 2023
Corporations in almost every industry are in the process of trying to cut costs to help deal with the economic downturn brought on by the Coronavirus. The pandemic has taken a toll on the entire ...
September 02, 2023
In my years of recruiting, I’ve had clients ask me quite frequently about retirement planning. Today I wanted to write a post that may help some of my Merck (MRK) clients be better prepared for ...
September 02, 2023
Retiring or worse, losing your job is a grandiose moment. Your mind is racing and you simply just don’t know how to operate. Loss of a job, especially for those with over 20 years of service, affects ...
September 02, 2023
Chevron, along with other companies, is in the process of trying to cut costs to help deal with the economic downturn brought on by the Coronavirus. The pandemic hurt the entire economy, but it ...
September 02, 2023
As a recruiter it is my job to put my clients in the best position possible for them to succeed. Most of the time this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
As a recruiter I’m often asked about benefit packages offered by certain companies. Over the last year many Fortune 500 companies have made substantive changes to employees’ benefits with most of the ...
September 02, 2023
Corporations in almost every industry are in the process of trying to cut costs to help deal with the economic downturn brought on by the Coronavirus. The pandemic has taken a toll on the entire ...
September 02, 2023
XOM 401(k) Savings Plan
September 02, 2023
We all sincerely hope that everyone is able to keep their job during this tough economic time. Unfortunately, the reality is that in times of economic hardship some people will inevitably be out of ...
September 02, 2023
Stages of Retirement
September 02, 2023
Life after PG&E can sometimes become a difficult decision whether you want to continue working or go into retirement. Usually this decision is broken down in two categories: financially and ...
September 02, 2023
Back in late February and early March corporations in many industries were blindsided by the Coronavirus pandemic and its impact on their bottom line. Companies in the oil & gas sector took on ...
September 02, 2023
As a recruiter, I am frequently questioned about the benefits packages offered by a variety of companies. Many Fortune 500 companies have made substantial changes to employee benefits over the past ...
September 02, 2023
When you’ve worked in recruiting for as long as I have, you get a lot of questions about how to stay afloat while you’re in-between jobs. But one thing I’ve noticed is people don’t often know what ...
September 02, 2023
When I'm attempting to place a client in a specific job they almost always have questions about pension plans. Since the recent Coronavirus hysteria I'd noticed that a lot of my Kaiser Permanente ...
September 02, 2023
As a resource for those who have retired from Chevron, this page provides information to help guide you through life after working. From pensions to 401(k) handling and everything in between. Many of ...
September 02, 2023
Darren Woods, ExxonMobil’s Chief Executive Officer, said in a recent town hall “These are difficult times.” Many people would consider this an understatement. It’s difficult to describe the ...
September 02, 2023
Darren Woods, ExxonMobil’s Chief Executive Officer, said in a recent town hall “These are difficult times.” Many people would consider this an understatement. It’s difficult to describe the ...
September 02, 2023
In my years of recruiting I've had clients ask me quite frequently about retirement planning. Today I wanted to write a post that may help some of my ExxonMobil (XOM) clients be better prepared for ...
September 02, 2023
We’ll look back at this moment in America and realize that health and financial security were the two major concerns on everybody’s mind. It is no wonder then, that I’ve received an abundance of ...
September 02, 2023
Most people nearing retirement are looking forward to some much deserved rest and relaxation. However, a number of retirees choose to stay in the workforce as they appreciate the financial and ...
September 02, 2023
Verizon is one of the few companies which did not conduct layoffs after the pandemic hit, but could they be using PIP (Performance improvement plan) as a means to let go of some of their workforce? ...
September 02, 2023
When I’m attempting to place a client in a specific job they almost always have questions about pension plans. Since the recent Coronavirus hysteria I’d noticed that a lot of my PG&E clients in ...
September 02, 2023
With all the volatility in the market a lot of my clients have been asking about their 401(k)s. I've notice a lot of these clients have been from Kaiser Permanente specifically. While I'm not a ...
September 02, 2023
As a recruiter it is my job to put my clients in the best position possible for them to succeed. Most of the time this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
Many Kaiser Permanente employees may not be aware that choosing which month you retire can actually have a significant impact on your pension lump-sum. The amount of money you receive for your ...
September 02, 2023
As a recruiter my clients ask me all the time for tips on how to stay afloat while you’re in-between jobs. However, I’ve noticed people don’t often know what steps to take before they leave their ...
September 02, 2023
Are you divorced or in the process of divorcing? Your former spouse(s) may have an interest in a portion of your XOM retirement benefits.
September 02, 2023
As a recruiter I’ve noticed that my most successful clients are always the ones who are prepared for the worst case scenario. There is a strong possibility that the worst case scenario could become a ...
September 02, 2023
Back in late February and early March corporations in many industries were blindsided by the Coronavirus pandemic and its impact on their bottom line. Companies took on dramatic losses as worldwide ...
September 02, 2023
I along with most people have been thinking a lot about health and family recently with the current Coronavirus scare. Many clients have reached out and asked me about what they should do if anything ...
September 02, 2023
As we've covered in the past, ExxonMobil has made protecting its dividend a priority. On Thursday ExxonMobil made some major announcements in regard to both job cuts and the dividend. The company has ...
September 02, 2023
You are eligible for the plan if you are a regular employee, an Extended Part-time employee, a retiree, or a survivor of a regular or extended part-time employee or retiree. You are not eligible for ...
September 02, 2023
1. Will ExxonMobil Announce Layoffs or a Dividend Cut on Friday?
September 02, 2023
As a recruiter I’ve noticed that my most successful clients are always the ones who are prepared for the worst case scenario. There is a strong possibility that this Friday the worst case scenario ...
September 02, 2023
As a recruiter my clients ask me all the time for tips on how to stay afloat while you’re in-between jobs. However, I’ve noticed people don’t often know what steps to take before they leave their ...
September 02, 2023
As stated in your Merck SPD, Annual enrollment for your Merck benefits usually occurs each fall (Ex. Oct. 24 - Nov. 15, 2019.). Before it begins, you will be mailed enrollment materials and an ...
September 02, 2023
Despite what most folks think, you do not have to file for unemployment benefits immediately after getting laid off. While many people certainly need the money and cushion, others may have more ...
September 02, 2023
As a recruiter it is my job to put my clients in the best position possible for them to succeed. Most of the time this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
As a recruiter it is my job to put my clients in the best position possible for them to succeed. Most of the time this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
As a recruiter, it is my job to put my clients in the best position possible for them to succeed. Most of the time this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
Corporations in almost every industry are in the process of trying to cut costs to help deal with the economic downturn brought on by the Coronavirus. The pandemic has taken a toll on the entire ...
September 02, 2023
As a recruiter, clients ask me about what they should know about their benefits. With everything going on in the market and the current health crisis those questions have become more and more ...
September 02, 2023
Are you divorced or in the process of divorcing? Your former spouse(s) may have an interest in a portion of your Merck retirement benefits. “Happily ever after” and “until death do us part” won’t ...
September 02, 2023
As a resource for those who have retired from Verizon, this page provides information to help guide you through life after working. From pensions to 401(k) handling and everything in between. Many of ...
September 02, 2023
Disability Plan
September 02, 2023
(Updated May 2022) Retiring , taking a PG&E Offer , or worse losing your job is a grandiose and stressful moment. Your mind is racing and you just don’t know how to operate. Loss of a job, ...
September 02, 2023
Are you divorced or in the process of divorcing? Your former spouse(s) may have an interest in a portion of your Chevron retirement benefits. “Happily ever after” and “until death do us part” won’t ...
September 02, 2023
As a recruiter it is my job to put my clients in the best position possible for them to succeed. Most of the time this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
The most important thing a retiree should focus on is being happy in retirement. A number of my ConocoPhillips clients choose to work in retirement simply because they enjoy it. Others work for the ...
September 02, 2023
The novel coronavirus has caused almost every economic industry major strife over the last 6 months. However, corporations were struggling with their pension liabilities long before the pandemic hit. ...
September 02, 2023
In my many years of recruiting experience I've realized that taxes have a major impact on people's decision making. It's my job to put people in the best position for them to succeed. I've noticed my ...
September 02, 2023
As a recruiter, many of my clients ask me if they should continue to work in Retirement. Obviously that is their decision to make but there are a lot of benefits to working in retirement which people ...
September 02, 2023
Fortune 500 announced last October that they would no longer be matching U.S. employee’s contributions to their retirement savings plans. The suspension of these benefits officially began on October ...
September 02, 2023
The Coronavirus and current market conditions have everyone a little bit on edge. As a result a lot of my Chevron clients have been coming to me concerned about their Social Security and Medicare. So ...
September 02, 2023
Bank of America made the decision to freeze its pension plan back in 2011 in order to cut costs. This begs the question, what will they do in 2021 to protect their dividend?
September 02, 2023
Earlier today Forbes & Business Insider confirmed the rumors which had been circulating within ExxonMobil circles for the past few months. It appears ExxonMobil, in an attempt to “cut more ...
September 02, 2023
Life after Chevron can sometimes become a difficult decision whether you want to continue working or go into retirement. Usually this decision is broken down in two categories: financially and ...
September 02, 2023
Boeing has just recently scrapped plans for yet another round of layoffs. While this is good news for Boeing employees, the company isn't out of the woods yet. According to Fox Business, the company ...
September 02, 2023
As discussed in our last Fortune 500 PIP article, Fortune 500 has positioned itself to potentially layoff employees through a "performance improvement plan" or PIP. A PIP is essentially a severance ...
September 02, 2023
When you’ve worked in recruiting for as long as I have, you get a lot of questions about how to stay afloat while you’re in-between jobs. But one thing I’ve noticed is people don’t often know what ...
September 02, 2023
Lump Sum vs. Annuity
September 02, 2023
As a recruiter specializing in the corporate sector, including companies like ConocoPhillips and Fortune 500, I’ve observed that getting divorced is statistically one of the most stressful events ...
September 02, 2023
We’ve seen over and over again that in times of recession, corporations will decrease or suspend benefits. According to CNBC, 95% of companies offer a company match or some alternate contribution ...
September 02, 2023
Losing your job is a grandiose moment. Your mind is racing and you simply just don’t know how to operate. Loss of a job, especially for those with over 20 years of service, affects the same receptors ...
September 02, 2023
I along with most people, have been thinking a lot about health and family recently, especially with the current Coronavirus scare. Many clients, including those from diverse industries similar to ...
September 02, 2023
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 ...
September 02, 2023
Adding the company name "Fortune 500" into the blog without altering the meaning of the existing content can be a bit challenging, especially without making it seem out of place. However, the ...
September 02, 2023
When you've worked in recruiting for as long as I have, you receive a lot of questions from clients about retirement. In recent weeks I've had a lot of these questions come from my Boeing (BA) ...
September 02, 2023
Just like everyone else, I have been thinking a lot about health and family in the past couple of weeks. With the current health scare, it's important to look out for those who matter most to us. ...
September 02, 2023
As a recruiter it is my job to put my clients in the best position possible for them to succeed. Most of the time this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
As a resource for those who have retired from PG&E and similar companies like Fortune 500, this page provides information to help guide you through life after working.
September 02, 2023
In my many years of recruiting experience I've realized that taxes have a major impact on people's decision making. It's my job to put people in the best position for them to succeed. I've noticed my ...
September 02, 2023
Are you divorced or in the process of divorcing? Your former spouse(s) may have an interest in a portion of your VZ retirement benefits.
September 02, 2023
We would all like to spend a little less on taxes. I was recently speaking with a Boeing client about tax strategy, and it crossed my mind that this could be useful information for all my Boeing ...
September 02, 2023
As a recruiter, it is my job to put my clients in the best position possible for them to succeed. Most of the time, this simply means finding a company with an employment opportunity that fits their ...
September 02, 2023
Anyone retiring right now has the unfortunate luck of finding themselves caught in a bear market. Many of my Merck and Fortune 500 clients have been reaching out to me, as they’re concerned about ...
September 02, 2023
Boeing Co., a major supplier in the aviation industry much like Fortune 500 is in the telecommunications sector, is offering buyout packages to its workforce. This marks the plane maker’s first major ...
September 02, 2023
My job as a recruiter is all about helping people achieve their goals. That's probably why my clients often tell me about their goals which are unrelated to recruiting. Yesterday, I had a Boeing ...
September 02, 2023
As a recruiter, I inform my PG&E clients, and occasionally those from Fortune 500, of the importance of reviewing their 401(k) plans and making any necessary adjustments. Let's go over some key ...
September 02, 2023
When I'm attempting to place someone in a new job, it is my goal to put them in the best position possible to succeed. But landing the right job offer is only half the battle when it comes to ...
September 02, 2023
Despite what most folks think, you do not have to file for unemployment benefits immediately after getting laid off. While many people certainly need the money and cushion, others may have more ...
September 02, 2023
Identifying optimal ways to claim Social Security is essential to your retirement income planning. For many retirees, including those from large corporations like Fortune 500, understanding and ...
September 02, 2023
The stock-market tumble late last year could punish earnings at companies such as Verizon Communications VZ -1.17% Inc. and Fortune 500 Inc. T 0.20% because of how they account for fluctuations in ...
September 02, 2023
August 22, 2023
Introduction:
August 09, 2023
It isn’t easy finding the right financial firm when retiring from your company. Whether you’re seeking help in pre-retirement planning, taking a pension lump sum or annuity, interest rate impacts on ...
July 31, 2023
Introduction:
June 23, 2023
The transition from a structured schedule to a more leisurely and fulfilling lifestyle signified by retirement is a significant milestone in one's life. Consider refining your possessions and selling ...
June 01, 2023
Pension transfers carry implications that are far-reaching and have the potential to significantly impact the security of retiree benefits. The recent case of AT&T transferring its pension assets ...
May 18, 2023
Severance packages can be a confusing mix of documents, forms, and legal language. If you've recently received a severance package from Kaiser Permanente, you're not alone. I'm here to help you ...
April 19, 2023
When you combine CV-19 news, the inability to socialize with work colleagues and see friends, and a volatile stock market , these are very emotional times. Then when you put on top of all those ...
April 19, 2023
In 2020, AT&T CEO John Stankey set a goal of $10 billion in cost cuts. During the pandemic, AT&T has conducted mass layoffs and significantly reduced employee benefits. However, they'll need ...
April 19, 2023
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 ...
April 10, 2023
Many start their New Year off with high hopes for their financial future. Whether your resolution is to earn more, save more, or just to learn more, it is important to refine your financial reading ...
December 06, 2022
At this point many AT&T employees have made the decision to stay with the company into 2023, despite the massive pension losses that will be incurred. Many of these people plan to work for ...
November 14, 2022
In an effort to staff their organizations with qualified personnel, HR departments, managers, and administrators have endured a considerable amount of chaos over the past few years. Immediate changes ...
October 05, 2022
For the past two years AT&T has cut healthcare benefits, but will the trend continue? The Medicare Open Enrollment for 2023 will start in mid October, so many people are concerned about their ...
September 29, 2022
To: Select management and bargained employees who have an interest-sensitive pension program
September 09, 2022
To read the full summary plan description click here
September 08, 2022
In case you haven't seen the recent AT&T memos discussing how rising interest rates will drop some AT&T employees pensions by 30%, we have attached them below with some clarifying details ...
July 11, 2022
As a recruiter, one question frequently asked is about the benefit packages offered by Fortune 500 companies. Over the years, many large corporations have made changes to their employee benefits, and ...
March 29, 2022
Due to rising interest rates, Chevron Employees who have a pension lump-sum of about $1,000,000 may have seen their lump-sum reduced by $20,000 between February and March of 2022. To be clear, this ...
February 25, 2022
Have you looked at the news recently? Every news site that you visit, the headlines are plastered with “HISTORICAL INFLATION RATES” or “HIGHEST INFLATION RATES IN THE LAST 39 YEARS”. As an employee ...
February 14, 2022
According to research, a poor hire can cost an organization up to $240,000. Therefore, it is imperative that recruiters strive to improve their processes and avoid costly errors whenever possible.
February 08, 2022
Envision this: You’re an AT&T employee work in Alabama, and you're about to retire. Before your last moments at the company, you have to make one last important decision. What AT&T pension ...