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
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.
Watch & read →
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.
Watch & read →
Got an Old 401(k) or 403(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 and 403(b)s: leave, move, roll, or cash out.
Watch & read →
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.
Watch & read →
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.
Watch & read →
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.
Watch & read →
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.
Watch & read →Your Profession
Nevada Educators: Is Your 403(b) on Autopilot?
A guide for CCSD and Nevada educators on reviewing a 403(b) before retirement — what autopilot mode costs you and what to check.
Watch & read →
Retiring from a Casino Career? Don't Gamble With Your Own Retirement
Retirement planning for casino and hospitality workers — irregular income, tips, 401(k)s, union benefits, and making a plan that fits the industry.
Watch & read →
Union Worker? Here's How to Make Your Retirement Benefits Work Harder
How union members can coordinate pension, annuity fund, and personal savings into one retirement income plan.
Watch & read →
No Matter What You Do for a Living, This Applies to You
The retirement fundamentals that apply to every career: reliable income, protection from bad timing, and a plan for taxes and longevity.
Watch & read →