Videos
One survey found that 48% of current retirees had to retire earlier than they expected.
Source: Employee Benefit Research Institute, 2018
These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.
-
Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.
-
Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
-
The tax implications of retirement plan contributions and the effect on your take-home pay.
-
When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
-
How much do you know about your Social Security retirement benefits?
-
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
-
How much money will you bring to retirement?
-
Are you concerned about your tax situation?
-
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
-
Term or whole life? Just be sure you have adequate coverage.
-
Estate planning documents can help you manage your estate.
-
Immediate or deferred annuity: there's no right answer.
-
The cost to raise a child from cradle to college.
