How to Prioritize IRA and 401(k) Accounts
Angela Coleman, Fiduciary Investment Advisor, discusses the importance of not leaving free money on the table and contributing enough to your employer plan to fully benefit from the employer match
Resources
A collection of resources to help you on your financial journey.
The American Trust Blog
Enjoy this collection of insights from our team at American Trust.
News
An enjoyable 'mini retirement' requires serious planning
Ready for a break? Thinking of taking a mini retirement? Billy Lanter, Fiduciary Investment Advisor, breaks down the costs and benefits of taking a break from the workforce to enjoy retirement now.
Helping Participants Brace for Market Volatility
Diana Jordan, Senior Retirement Plan Consultant, spoke with PLANADVISER about utilizing managed accounts and model portfolios to help ease concerns with market volatility.
How To Hack Your 401(k)
Fiduciary Investment Advisor, Billy Lanter, spoke with Forbes, highlighting the benefits of a Roth 401(k) versus a Roth IRA.