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About
What is Retire Happily
Advisors
George Wells
Chris Berkel
Resources
Let’s Talk
Retirement Makeover
Estate Planning eBook
Learn
Blog
Estate Planning Basics
Search All Posts
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Retire Happily Video Library
Scroll through the different topics and click play to watch the video.
Investing for Retirement
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The Retirement Honeymoon | Don’t Run Out of Money Vs. Enjoy Retirement
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History is Changing with Bonds: The New Mind Shift
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Understanding the Put and Call Options Market | Buying and Selling
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3 Common Annuity Regrets | The Truth About Annuities
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Important Retirement Questions: Exit Strategy, Control, & Adapt / Adjust
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What’s Happening with the Stock Market?!?! Is Financial Crisis Coming?
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Estate Planning
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Welcome to Estate Planning BASICS by Retire Happily | Introduction
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What is Estate Planing and Who Needs an Estate Plan? What's an Estate?
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Challenges Families Face Without an Estate Plan Protecting Inheritance
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Common Estate Plan Myths Heard by Lawyers | Estate Questions Checklist
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What are the Most Asked Questions about Estate Planning?
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Setting Up and Managing Living Trusts in My Estate Plan
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Life Insurance and Long Term Health Care in Your Estate Plan
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Understanding Estate Types and Trusts | Estate Planning Review
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Building and Adjusting Your Estate Plan to Meet Your Retirement Goals
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You Will Use Your Estate Plan: Most Important Details You Need to Know
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Financial Advisor Information
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7 Basic Questions You Should Ask Every Financial Advisor You Meet
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When Should You Hire a Financial Advisor and When Can You Do It Yourself?
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Read the Financial Advisor if You’re Not Comfortable Reading Statements
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Choosing an Online Advisor | Should You Talk About Finances Online?
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What Is A Financial Advisor and What Services Do They Offer?
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Income & Taxes
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Here are a Few Good Tax Tricks You’ll Probably Never Do: 3 Tax Tips
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Learn from GM: 3 Tips to “Recession Proof” Your Retirement
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Keeping Wealth in the Family: 4 Areas the Rich Are Concerned About
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Are Long Term Annuities Good or Bad?
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