Advice

Preparing Mentally for Retirement

If you are like most of our clients at The Retirement Network, you have dedicated a tremendous amount of money, time, and energy to preparing financially for a successful retirement. You have contributed regularly to an IRA, 401(k), or other employer-sponsored defined contribution plan. If your employer offers a pension or other defined-contribution plan, you...
Allocations

AT&T 401(k) – Q4, 2017

CLICK FOR MANAGER 401k CLICK FOR CRAFT 401k   School is back in session, football season is beginning and a new tax policy is...
Advice

Maximize the Impact of Your Charita...

When you make charitable gifts, you provide much-needed support to organizations that make a difference in our community. But a charitable gift is a...
Annoucement

Take Me Out to The Ballgame!

On June 29, we hosted clients for a fun-filled evening at the ballpark. Clients and their families joined us at Fifth Third Bank Ballpark...
Allocations

AT&T 401(k) – Q3, 2017

[ Click for MANAGER 401k ] [ Click for CRAFT 401k ]   Spring is in full bloom, baseball is underway and we are...
Advice

Should You Compare Your Returns to ...

Investors today are inundated with information about the performance of market indexes. If you picked up a newspaper during the first three months of...
Allocations

AT&T 401(k) – Q2, 2017

Click for MANAGERS 401(k) Click for CRAFT 401(k)   As we coast through an easy winter in anticipation of spring, a new president is...
Advice

How Will the Trump Administration A...

It’s not unusual for a new president to want to change tax laws – in fact, most of them try. And President-elect Donald Trump...
Allocations

AT&T 401(k) – Q1 2017

Click for MANAGERS 401(k) Click for CRAFT 401(k)   Snow has started to fall, temperatures are dipping and families are hunkering down for the...
Allocations

AT&T 401(k) – Q4, 2016

CLICK FOR MANAGER 401(k) CLICK FOR CRAFT 401(k) School has officially started and fall is around the corner, bringing shorter days, cooler weather, changing...
Advice

What Should You Do With Your “Old...

If you are like most Americans, you are going to work at quite a few different jobs in your career. In fact, Americans born...
Advice

When You Retire, Should You Move to...

Now that it’s summertime, you and your family may be embarking on a long-awaited road trip. But have you ever thought about relocating –...
Allocations

AT&T 401(k) – Q3, 2016

  CLICK FOR MANAGER 401(k) CLICK FOR CRAFT 401(k) Summer is here along with family vacations, Fourth of July celebrations and high expectations for...
News

A Great Day at Brookfield Zoo!

On June 16, The Retirement Network hosted about 180 clients and family members at Brookfield Zoo for a fun-filled day. We had great weather,...
Allocations

AT&T 401(k) – Q2, 2016

CLICK:  AT&T Managers 401(k) CLICK:  AT&T Craft 401(k)   Spring is coming and it’s time for spring break, Easter and the annual raising of...
Advice

What Basketball and Behavioral Fina...

The NCAA basketball tournament concluded this week, and if you’re like most hoops fans, you spent much of the past month kicking yourself for...
Allocations

AT&T 401(k) – January, 2016

[ Click for Manager ] [ Click for Craft ] Happy New Year to you and your family! This is the time of year...
Advice

Your Financial New Year’s Resolut...

If you’ve been to a gym or the produce section of a grocery store over the past few days, you know that January is...
News

Understanding Cost Basis

When it comes to year-end tax planning, one of the most important topics to understand is the capital gains tax. Before you can calculate...
Allocations

AT&T 401(k) – October, 2015

  [ Click for Managers 401(k) Allocations ] [ Click for Craft 401(k) Allocations ] School is back in session, the baseball season is...
Advice

Why Every Investor Needs an Estate ...

For many people, a big part of the retirement planning process involves thinking about taking care of their spouse, children, grandchildren, and other loved...
Annoucement

Take Me Out to the Ballgame!

On June 18 we hosted clients for a fun-filled evening at the ballpark. About 150 clients and members of their families joined us at...
Allocations

AT&T 401(k) – July, 2015

  [ Click for Management Allocations ] [ Click for Craft Allocations ] School is out, baseball is starting and summer is on its...
Advice

RMDs: What Retirees Need to Know ab...

Most of us stop keeping track of our “half birthdays” by the time we turn 10. But if you ask any kindergartner how old...
Allocations

AT&T 401(k) – April, 2015

[ Click for Craft ] [ Click for Manager ] Spring is around the corner and as warmer weather moves in and the snow...
Advice

10 Things to Know About Your Social...

Here are 10 fundamentals to understand about how Social Security benefits work. To learn more about strategies for enhancing your benefits, read our article...
Allocations

AT&T 401(k) – January, 2015

  [ Click for Craft ] [ Click for Managers ] Happy Holidays! This time of year is good to slow down and reflect,...
Allocations

AT&T 401(k) – Q4, 2014

  CLICK HERE – CRAFT 401(k) CLICK HERE – MANAGER 401(k)   School is back in session, baseball is winding down and football season...
Advice

Making the Most of Your Social Secu...

For most Americans, Social Security benefits account for a significant portion of their income in retirement. The decisions you make about when to file...
Annoucement

Retirement Partner: AT&T

For over 20 years, The Retirement Network has been dedicated to helping the employees at AT&T maximize their great company benefits.  We specialize in...
Annoucement

Retirement Partner: Microsoft

The Retirement Network is dedicated to helping the employees at Microsoft maximize their great company benefits and plan for the future.  We specialize in...
Allocations

AT&T 401(k) – Q3, 2014

CLICK HERE – CRAFT 401(k) CLICK HERE – MANAGER 401(k)   Summer is here! With vacations, baseball and lazy days ahead, thinking about the...
Allocations

AT&T 401(k) – Q2, 2014

Click here for CRAFT 401(k) Click here for MANAGER 401(k)   Spring is around the corner after a long winter, bringing renewed excitement for...
News

AT&T 401(k) – Q1 2014

  CLICK FOR CRAFT 401(k) CLICK FOR MANAGERS 401(k)   The holidays are here and along with them come the annual market pundits with...
Annoucement

Conference Call: AT&T Manager...

SPECIAL ANNOUNCEMENT: AT&T announced this week that any non-bargained employee who is currently pension eligible is able to collect their pension as a full...
Allocations

AT&T 401(k) – Q4, 2013

  Click for:      CRAFT 401(k)    |     MANAGERS 401(k)   School is back in session and football season is here along with end-of-summer BBQ’s...
Allocations

Microsoft 401(k)

Click for Q4, 2013 Allocations School is back in session and football season is here along with end-of-summer BBQ’s and cooler weather. So it’s...
News

A Focused New Look

We are very excited to announce the release of our new website! In addition to all the things our site could do in the...
News

AT&T Retirement Planning Dinners

Please join us for COMPLIMENTARY DINNER while we discuss the key topics leading up to your retirement from AT&T. We will discuss how much...
Allocations

AT&T Allocations Q3 2013

Click for CRAFT 401(k) Click for MANAGER 401(k)   It is officially summer time, and as we all know Chicago is the best city...
Annoucement

AT&T Pension Fund

SPECIAL ANNOUNCEMENT: We have an important update regarding the health of your AT&T pension fund.  The company released its annual pension funding notice (2012...
Allocations

AT&T Allocations Q2 2013

Click for Craft 401(k) Click for Manager 401(k)   Now that winter is almost completely in our rear-view mirror, it’s time for flowers to...
Annoucement

IRA Fee Waived for 2011

A letter was mailed to each of our clients that has an IRA account at National Planning Corporation (NPC), and it let you know...
Allocations

AT&T Allocations Q1 2013

Click for CRAFT 401(k) Click for MANAGER 401(k)   Happy New Year!  We hope you and your family had a wonderful holiday season.  For...
Allocations

AT&T Allocations Q4 2012

Click for CRAFT 401(k) Click for MANAGER 401(k)   Even though the temperature begins to get cooler and the days begin to get shorter,...
Advice

401K Quarterly Recommendations for ...

Click for CRAFT 401(k) Click for MANAGER 401(k)   We hope you are enjoying your summer.  There are few places in the world better...
Annoucement

Welcome To Our New Website

We are very excited to announce the release of our new website!  Thanks to the input from many of our great clients and our...
Annoucement

Upcoming Telecom Pension Workshop D...

As you may already know, there are some major changes to the way the Pension will be calculated at AT&T.  And in addition to...

Video Advisor

The Retirement Network: Our Story

“Our Story” shares our firm’s approach to working with clients and the wide range of highly qualified investments and planning …

Meet Our Team: Chris Crandall, CPA

In this episode of our Video Advisor series you get the chance to meet one of the founding members of …

Meet Our Team: Tim Crandall

In this episode of our Video Advisor series you get the chance to meet one of the founding members of …

Meet Our Team: Jean Baert

In this episode of our Video Advisor series you get the chance to meet one of our advisors, Jean Baert. …

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