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.
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
Stocks and Stock Mutual Funds 101
Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
Bonds and Bond Mutual Funds 101
Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
Financial Planning: Helping You See the Big Picture
Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.
Are Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
Should You Consider a Health Savings Account?
If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.
6 Reasons to Work with a Financial Professional
Here are six reasons to work with a financial professional no matter what life stage you’re in.
Putting Together the Retirement Income Puzzle
What key pieces will make up your retirement income puzzle?