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
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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
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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
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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
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In this brief webinar, you will learn what you need to produce a lifetime of monthly income from your retirement portfolio.
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Why More Affluent Investors Are Choosing Project-Based Planning
High-net-worth individuals—especially those who’ve managed their own investments for years—are
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When Should You Claim Social Security? Let’s Break It Down.
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With inflation still high, growth slowing, and market volatility rising, many investors are asking: What should I do now? This article breaks down what
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As an employee of American Electric Power (AEP), understanding the transition of your healthcare benefits, particularly your Health Reimbursement Arrangement
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Join our webinar tailored for AEP employees aged 55 and above with 10+ years of service. Learn how to optimize retirement benefits, whether you're considering
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How to Know if You Can Retire: A Comprehensive Guide
Retirement, or work-life optionality of life where one can finally move into the next chapter of life
Navigating your pension plan and investment options can seem daunting, but with the right
knowledge and strategy, you can make informed decisions to secure your
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