Wondering what readers and videos viewers like you were most interested in recently? This article gives you a glimpse by highlighting our top five most-read blogs, top three most-watched videos, and top three most requested guides of 2025. If you missed out on any of this insightful content, now is a great time to take a look.
Top 5 Most-Read Blogs
1. Which Trust is Best for You? (Top 4 Choices in 2025)
Choosing the right type of trust can make a big difference in how your assets are managed and passed on, but with so many options it can feel overwhelming. This blog breaks down the top four trusts — including revocable, irrevocable, credit shelter, and life insurance trusts — and explains why someone might choose each one. Whether you’re planning your estate or just starting to explore your options, you’ll gain clear, practical insights to help you decide what trust might be best for you.
2. Solving the Social Security Puzzle (2025 Update)
Choosing when and how to claim Social Security can significantly impact your retirement income, but the rules and strategies aren’t always straightforward. This blog breaks down key considerations like eligibility, spousal benefits, timing, and claiming strategies so you can make a smarter decision tailored to your situation. Whether you’re nearing retirement or planning ahead, you’ll find practical insights to help maximize your Social Security benefits.
3. Top 4 Benefits Of Setting Up A Family Foundation (2025 Update)
Thinking about meaningful ways to give back while also creating a lasting legacy for your family? This blog explores how setting up a family foundation can offer significant tax benefits, multigenerational involvement, and control over how your charitable dollars make an impact. Whether you’re just getting curious or ready to take the next step in your philanthropic journey, you’ll discover the key advantages and what it takes to make it work for your family’s goals.
4. Personal Financial Planning: 3 Steps To Build Your Perfect Plan
Feeling unsure about where to start with your money goals or how to turn them into a clear plan? This blog breaks down personal financial planning into three practical steps — from setting goals and budgeting today to preparing for tomorrow — so you can build a plan that supports both your present needs and future dreams. Whether you’re just beginning or looking to tighten up your financial roadmap, you’ll walk away with simple, actionable guidance to feel more confident about your financial future.
5. How to Make Additional Contributions to Your 401(k)
Want to supercharge your retirement savings but aren’t sure how to go beyond the basics of your 401(k)? This blog breaks down creative and practical ways to make additional contributions — from leveraging year-end bonuses and increasing payroll deferrals to even using after-tax contributions — so you can put more toward your future. Whether you’re aiming to retire early or just boost your nest egg, you’ll discover smart strategies to make every dollar count.
Top 5 Most-Watched Videos
What did our YouTube subscribers and audience watch view the most in 2025? Here are our top 3 most-viewed videos of 2025:
1. Retirement Readiness Checklist: 5 Steps to Know You’re Ready to Retire
In this video, Hannah Cowan, WMS™, Relationship Manager at Trust Point, shares a 5 step retirement checklist to help you prepare — from planning your income sources to securing your legacy.
Take a moment today to see where you stand. With the right plan in place, you can simplify the path ahead and feel more secure in every decision.
2. Which Trust is Best for You?
With all the options out there, it can be hard to determine which trust is best for you. Trust Point is here to help. In this video, Jason Munz, CTFA and Julie Westbrock, JD, walk through the top four most common types of trusts, the uses of each type of trust, and the advantages and disadvantages of each.
Watch the full video as our experts walk through the following types of trusts:
1. Revocable Trust
2. Irrevocable Trust
3. Credit Shelter Trust
4. Irrevocable Life Insurance Trust
Our credentialed team of professionals can help you determine which trust is right for you. We’ll review your individual circumstances to help you make the best decision to reach your financial goals.
3. Market Point Q1 2025 | A Quarterly Economic and Market Commentary: Extended Insights
With renewed market volatility and ongoing tariff discussions, many investors are asking: What does this mean for my portfolio?
Yan Arsenault, CFA®, CAIA®, Chief Investment Officer at Trust Point, shares a thoughtful perspective on:
- How the economy and markets performed in Q1
- The latest on tariffs and their potential impact
- Why a long-term perspective remains your most valuable tool
Top 3 Most-Requested Guides
Did you request your complimentary copy of these guides in 2025? Stay tuned for updated 2026 Social Security and Medicare Guides coming in early 2026!
1. 2025 Guide to Social Security
Inside the Guide:
- Who Receives Benefits
- How to Figure Benefits
- Full Retirement Age (FRA)
- When to Begin Retirement Benefits
- Social Security Questions and Answers
2. 2025 Medicare Guide
Inside the Guide:
- What is Medicare?
- When do I apply for Medicare?
- How does the original Medicare plan work?
- What is Medicare Advantage?
- How does Medicare Part D work?
3. Year-End Financial Planning Guide
Inside the Guide:
- Maximizing Tax-Advantaged Retirement Contributions
- Strategizing Gifting Before Year End
- Revisiting Estate & Wealth Transfer Planning
- Optimizing Income & Expense Timing
