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.
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Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.
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The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?
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Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
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The tax implications of retirement plan contributions and the effect on your take-home pay.
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Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
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How much do you know about your Social Security retirement benefits?
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Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
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Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
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Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
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Is receiving a big tax refund a reason to celebrate?
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Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
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If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.
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Here are six reasons to work with a financial professional no matter what life stage you’re in.
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Excessive student loan debt is crushing students, and increasingly, their parents.
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Caught in the sandwich generation caring for parents and young or adult children? Here are some tips to cope.
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On their path to financial security, women often face unique financial obstacles.
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How little things can add up over time.
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How much money will you bring to retirement?
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Are you concerned about your tax situation?
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How different types of risks can adversely affect your investments
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Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Term or whole life? Just be sure you have adequate coverage.
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How interest rate changes influence bond prices.
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Estate planning documents can help you manage your estate.
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Immediate or deferred annuity: there's no right answer.
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The cost to raise a child from cradle to college.
