Videos

Planning for retirement can be overwhelming with several factors to consider like investment choices, income taxes, health insurance and more. Jeff and Erin Lapidus simplify retirement planning through practical advice and coaching sessions to help you prepare. Start learning more about top concepts with our educational videos.

Reverse Engineering

Have you recently inherited an IRA? Here is Jeff's favorite fool proof way to make the most of your money.

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Understanding Health Insurance Policies

We help you find the right health insurance plan to cost-effectively meet your needs and supplement your medical coverage.

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Employee Medicare Enrollment FAQ's

Erin Lapidus specializes in Medicare enrollment for retiring employees and individuals. See how she can help today, here.

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Understanding Health Insurance Policies

We help you find the right health insurance plan to cost-effectively meet your needs and supplement your medical coverage.

Learn More