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.
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.
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.
3 Potential Benefits of Dollar-Cost Averaging
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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.
Are Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
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.