Videos
One survey found that 48% of current retirees had to retire earlier than they expected.
Source: Employee Benefit Research Institute, 2017
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.
-
The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?
-
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.
-
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
-
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.
-
Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
-
Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
-
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.
-
Is receiving a big tax refund a reason to celebrate?
-
The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.
-
A discussion on the initial public offering (IPO) process, recent trends, and risks.
-
The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.
-
The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.
-
How much money will you bring to retirement?
-
Are you concerned about your tax situation?
-
How different types of risks can adversely affect your investments
-
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
-
Term or whole life? Just be sure you have adequate coverage.
-
Reacting emotionally may hinder your investment results.
-
How interest rate changes influence bond prices.
-
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.
