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Quick, plain-English videos on the questions we hear most — retirement, taxes, investing, estate planning, Social Security, and more. Every video has a companion article that goes deeper. Subscribe on YouTube →
Insurance & Annuities
Life Insurance with LTC
Read the articleShould You Save an Old Variable Annuity?
Read the articleWhy I'm Not a Fan of Variable Annuities
Read the articleWho Shouldn't Consider a Fixed Indexed Annuity?
Read the articleDo You Need Umbrella Insurance?
Read the articleBenefits & Healthcare
Do More with Your HSA
Read the articleHealth Care Subsidies
Read the articleInvesting
Stock Index Funds Are Not Low Risk
Read the article3 Things to Consider if Stocks Crash
Read the article2 Things to Consider if You're Feeling Euphoric About Your Portfolio
Read the articleWhy I Prefer Bond Funds Over Individual Bonds
Read the articleLet Your Young Kids Invest
Read the articleWhy I Pay for Investment Research
Read the articleWhat if Stocks and Bonds Both Lose Money?
Read the articleWhy Stomachs Beat Brains When Markets Get Bumpy
Read the articleThe Dow, the S&P 500, or the NASDAQ: What's the Difference?
Read the articleRisk Tolerance or Risk Capacity: Which Should You Focus On?
Read the articleSocial Security
Social Security: Filing Off of Your Spouse's Record
Read the articleWhy Some Wealthy Clients Should Draw Social Security Early
Read the articleFinancial Planning
Financial Planning Isn't All About Dollars and Cents
Read the article3 Financial Books for Your Teen to Read
Read the articleWhy Fee-Based Advisors Are the Best Solution for Clients
Read the articleWhat 401(k) Plan Sponsors Look For in a Financial Advisor
Read the articleSave for Retirement, or Your Kids' College?
Read the articleWhat Does a CFP® Actually Know That Makes a Difference?
Read the articleHow a CFP® Runs the Family Budget
Read the articleRetirement
Decreasing Portfolio Risk in Retirement
Read the article100% Stocks in Retirement?
Read the articleThe Bucket Strategy: How Wealth Ease Does It
Read the articleWhy Monte Carlo Simulations Beat Guesswork for Retirement Planning
Read the articleWhy Sequence of Return Risk Can Derail Retirement Plans
Read the articleUnderstanding TIAA Traditional for College Employees
Read the articleWhat Is the Rule of 55?
Read the articlePenalty-Free Retirement Plan Withdrawals
Read the articleEstate Planning
Why Trusts Aren't Always the Best Fit
Read the articleAre You Putting Off Estate Planning Due to the Cost?
Read the articleRules Every Adult Child Should Know When Inheriting an IRA
Read the articleRMD Rules When Inheriting an IRA as a Spouse
Read the articleTax Planning
Three Tax-Efficient Ways to Pass On Money to Your Heirs
Read the articleUsing Roth Conversions to Help Your Heirs Save on Taxes
Read the articleThree Tax-Loss Harvesting Moves That Lower Your Tax Bill
Read the articleTaxable Doesn't Mean Bad - It Means Opportunity
Read the articleSmart Charitable Giving with a Donor-Advised Fund
Read the articleHow Roughly $1M Becomes $4 Million Tax-Free with Roth Accounts
Read the articleHow Roth Conversions Can Rescue a Down Year for Business Owners
Read the articleHave a question we haven't covered?
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