Your On-Demand Financial Education Library
How Tax Planning Changes Through Four Stages of Retirement
We Covered:
- The hidden surprises that can make retirement more expensive
- What the Social Security “tax trap” is and how to help avoid it
- How withdrawing from the wrong accounts can impact your Medicare premiums
- The four stages of retirement and key tax strategies in each phase, including common IRA challenges
- Mistakes to avoid when it comes to your investments, healthcare, and estate planning
Estate Planning Today: Protecting Your Family, Reducing Taxes, and Keeping Control
Estate planning is about control, not just documents. Without proper coordination, beneficiary forms can override your will, and retirement accounts can create unexpected tax burdens for heirs.
We Covered:
- Why estate planning is about control, not just wealth
- How beneficiary designations can override your intentions
- Why retirement accounts are often a hidden tax risk
- How the SECURE Act "10-year rule" impacts inherited IRAs
- Why "equal" distributions are not always "tax-equal"
30 Minutes to Savvy Cybersecurity Webinar
Cybersecurity affects all of us, but protecting yourself can be simple. In this webinar, we explored practical steps to safeguard your personal information, finances, and online accounts while staying confident online.
We Covered:
The most common cybersecurity threats facing individuals and families
How personal data is exposed through breaches, phishing, and fraud
Simple, practical steps to better protect your identity, finances, and online accounts
Easy cybersecurity rules you can start using right away
How to stay alert without feeling overwhelmed by technology
Equity Market Update and Year-End Proactive Tax Planning for 2025
The end of the year is the perfect time to review your financial plan and make smart tax moves before December 31, 2025.
We Covered:
- Key 2025 Tax Planning Strategies
- Smart Retirement Plan Funding Tips
- Portfolio Rebalancing & Market Outlook
- Charitable Giving and Gifting Opportunities
- Updates on SECURE Act & RMD Rules
Understanding The One Big Beautiful Bill
The One Big Beautiful Bill includes sweeping tax and income law changes that could directly impact retirees and those nearing retirement.
We Covered:
- A new, larger standard deduction for seniors
- Reduced taxation on Social Security income for many
- Tax breaks for part-time workers, including overtime and tips
- Potential cuts to Medicaid and long-term impacts on retirement programs
What Every Retiree Needs to Know About Medicare
We Covered:
How to avoid costly, lifelong penalties by enrolling in Medicare at the right time
What Medicare does and doesn’t cover—including gaps that surprise many retirees
The truth about needing private insurance (Medigap or Medicare Advantage)
How to compare plans wisely to avoid overpaying for coverage
Why healthcare costs rise in retirement—and how to build those into your plan
What Medicare really says about long-term care—and how to prepare
How much the average retiree may need to save for future medical expenses