Videos
Insurance can serve an important purpose when used to address specific needs, but it’s not a one-size-fits-all solution. In this video, we share how Fortress Wealth Planning approaches insurance within the context of a comprehensive financial plan—highlighting where it can be most valuable, and where other strategies may be more effective.
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Life Insurance Planning
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2025 Estate Planning Updates
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Market Volatility and Our Strategy for Success
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Roth Conversions: An Invaluable Tax Strategy
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Financial War Chest: What is it and why is it so valuable
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Will the Election Tank the Markets?
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The End of the World?
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Tax Planning in 2021
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Putting 2020 in Perspective
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Client Portal Vault Usage Instructional Video