Join Derrick Alexander from Greater Works Wealth as he delves into the complexities of AEP employee benefits, including pensions, 401k, and stock positions
Read More
Join Derrick Alexander from Greater Works Wealth as he delves into the strategic timing of Roth IRA conversions. Discover why ages 60 to 70 are ideal for
Read More
Join DerrickAlexander from Greater Works Wealth as he shares a proven three-bucket strategy to manage your retirement savings effectively. Learn how to create a
Read More
How to navigate your AEP/CSW Pension and Investment Options
Read More
Join Derrick from Greater Works Wealth as he demystifies the process of completing a financial rollover. In this video, Derrick shares step-by-step guidance on
Read More
Whether you're retiring in 5 years or 25, Social Security plays a role in your long-term income. While you may hear alarming headlines, the truth is more
Read More
Are you ready to find out if you can retire? In this video, Derrick Alexander, owner of Greater Works Wealth, walks you through 4 clear steps to know if you’re
Read More
In a market like this—with high interest rates, sticky inflation, and a lot of uncertainty around federal spending—the question I often ask is:
Where will
Read More
In this brief webinar, you will learn what you need to produce a lifetime of monthly income from your retirement portfolio.
Read More
Why More Affluent Investors Are Choosing Project-Based Planning
High-net-worth individuals—especially those who’ve managed their own investments for years—are
Read More
When Should You Claim Social Security? Let’s Break It Down.
Read More
With inflation still high, growth slowing, and market volatility rising, many investors are asking: What should I do now? This article breaks down what
Read More
