One survey found that 50% of current retirees had to retire earlier than they expected.
Source: Employee Benefit Research Institute, 2015
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.
The Latte Habit
How little things can add up over time
The Retirement Income Factor
How much money will you bring to retirement?
American Tax Burden
Are you concerned about your tax situation?
What Is Investment Risk?
How different types of risks can adversely affect your investments
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Protecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.
Reacting emotionally may hinder your investment results.
The Value of a Bond
How interest rate changes influence bond prices.
What Would Happen to Your Estate?
Estate planning documents can help you manage your estate.
What Is An Annuity?
Immediate or deferred annuity: there’s no right answer.
Bringing Up Baby
The cost to raise a child from cradle to college.
Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.
Should You Sell When the Market Drops?
The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?
Inflation: The Sneaky Thief
Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.