Video Resource Library
Real Answers to Real Retirement Questions
Short, honest videos from Terry Anderson, CFP® — covering the questions we hear most from clients just like you.
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Why Clients Choose IFA Today
Get to know Terry, our philosophy, and why fiduciary advice makes all the difference.
2:14
Terry Anderson, CFP®
Our Story
Why I Started IFA Today — And Who We're Here to Serve
The story behind our firm and the clients we're passionate about helping.
1:52
Terry Anderson, CFP®
Fiduciary
What It Really Means to Be a Fiduciary Advisor
Not all advisors are required to put your interests first. We are — always.
2:05
Terry Anderson, CFP®
Our Team
Meet the IFA Today Team: Who's in Your Corner
The people behind your plan — and how we work together for you.
1:44
Terry Anderson, CFP®
Fee-Only
How We're Paid — And Why Transparency Matters
No commissions. No hidden fees. Just straightforward, fee-only advice.
2:18
Terry Anderson, CFP®
Who We Serve
The Clients We Work Best With — And Why It Matters
We're selective so we can be exceptional. Here's who we're built for.
1:59
Terry Anderson, CFP®
Process
Our 3-Step Planning Process — Simple, Clear, Ongoing
From first call to long-term partnership — here's exactly how we work.
1:36
Terry Anderson, CFP®
Credentials
Why CFP® Certification Is the Gold Standard in Financial Planning
What the credential means and why it matters for your retirement.
2:03
Terry Anderson, CFP®
Community
Why We're Rooted in This Community — And Plan to Stay
Local relationships, long-term commitment, real accountability.
1:48
Terry Anderson, CFP®
Values
The Values That Drive Every Decision We Make for Clients
Integrity, clarity, and long-term thinking — not just words, but how we operate.
Section 2 of 2
How We Help Clients
Real solutions to the retirement challenges keeping you up at night.
2:22
Terry Anderson, CFP®
Retirement
Am I Really Ready to Retire? How We Help You Know for Sure
We run the numbers so you can retire with confidence, not guesswork.
1:55
Terry Anderson, CFP®
Tax Planning
How to Keep More of What You've Saved: Tax-Smart Retirement Strategies
Proactive tax planning that works year-round, not just at tax time.
2:08
Terry Anderson, CFP®
Market Volatility
What to Do When the Market Drops — And What Not to Do
Staying calm and strategic when markets get scary is where we earn our keep.
1:47
Terry Anderson, CFP®
Income Planning
Creating a Paycheck in Retirement: How We Build Your Income Plan
Turning your savings into reliable monthly income you won't outlive.
2:01
Terry Anderson, CFP®
Healthcare
Planning for Healthcare Costs in Retirement — Before They Surprise You
Medicare, long-term care, and out-of-pocket costs — we plan for all of it.
1:59
Terry Anderson, CFP®
Social Security
When Should You Take Social Security? The Answer Might Surprise You
Timing this decision correctly can mean tens of thousands more over your lifetime.
1:36
Terry Anderson, CFP®
Legacy
Leaving a Legacy: How We Help Clients Give to Family and Charity Wisely
Your values deserve to outlast your portfolio.
2:11
Terry Anderson, CFP®
New Clients
What Happens in Your First 90 Days as an IFA Client
A clear onboarding process so you feel confident from day one.
1:48
Terry Anderson, CFP®
Peace of Mind
The Real Goal: Simplifying Your Financial Life So You Can Enjoy It
Money is a tool. We help you use it to live the life you've worked for.
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