Every topic below is a short video plus a plain-English guide. No jargon, no sales pitch — just the things worth knowing before you retire.
Lifetime Income
Your Second Pension: How a Rollover Creates Guaranteed Lifetime Income
An animated walkthrough of how a 401(k) or IRA rollover can become a guaranteed monthly paycheck for life — six simple steps, under a minute.
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What Actually Happens in a Retirement Review (It's Not a Sales Pitch)
What a complimentary retirement review covers, what to bring, and what you walk away with — explained plainly.
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Have a Pension? The Decisions You Make Now Can Be Permanent
Pension election choices — payout options, survivor benefits, and timing — are often irreversible. What to think through before you sign.
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Got an Old 401(k), 403(b), 401(a), or 457(b) Sitting Out There? Don't Forget About It
What happens to retirement accounts left at former employers, and the options for old 401(k)s, 403(b)s, 401(a)s, and 457(b)s: leave, move, roll, or cash out.
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Turning 59½? A Door Just Opened for Your Retirement Money
What changes at age 59½: penalty-free access to retirement funds, in-service options in some plans, and the planning window it opens.
Watch & read →Safe Money
Bank CD vs. MYGA: Which One Actually Pays You More?
CDs and multi-year guaranteed annuities (MYGAs) both offer fixed, guaranteed rates — here's how they differ on rates, taxes, and time horizon.
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Already Own an Annuity? Here's How to Tell If It Still Fits
A checklist for reviewing an existing annuity: riders, fees, surrender status, income options, and whether it still matches your goals.
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Sitting on Cash? It Might Be Working a Lot Less Than It Could
The real cost of parking large amounts in checking, savings, and low-rate accounts — and the guaranteed alternatives worth comparing.
Watch & read →Protect & Grow
Term vs. IUL: What's the Real Difference in Life Insurance?
Term life insurance vs. indexed universal life (IUL) explained plainly: what each is for, what each costs, and how to think about the choice.
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Your IUL Policy Has Moving Parts — Here's What to Check
Why indexed universal life policies need regular reviews: caps, participation rates, cost of insurance, funding levels, and loans.
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