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Video Library

At Benchmark, we take education seriously and have created a series of videos designed to provide an overview of some of the core principles involved in financial planning.

These videos are intended for educational purposes only and should not be used as a substitute for professional advice. Please view our disclosures for additional information. If you have any questions about the content, please don’t hesitate to contact us.


What Is A Fiduciary

Learn the most important question to ask if you are interviewing financial advisors!

Independent Advisors versus Financial Institutions

Understand the advantages of working with an Independent Advisory Firm.

Asset Allocation and Bond Ladders

This video introduces a sample asset allocation and explains how to use Bond Ladders.

IRAs, Roth IRAs, Rollovers, and Conversions

This video examines the differences between various retirement accounts and their corresponding tax implications.

Sequence Risk

The most frequently overlooked risk is that you face when retiring.

Revocable Trusts

This video provides an overview of the pros and cons related to the use of trusts.

Long-Term Care Insurance

Understand how your age, sex, desired payout, etc, influence the cost of Long-Term Care Insurance.

Tax-Efficient Gifts

There are many ways to give; the way you do it can help you save on taxes.

Mutual Funds

Discover the differences in performance and fees between indexed mutual funds.

Structured Investments

An investment that enjoys the upside in the stock market without all of the downside exposure.

Social Security

An overview of your choices, the timing of your decision, and the longer-term solvency of the system.

Medicare

We all pay a different premium, and it changes based on your retirement income.