Meeting Your Financial Planning Needs!
Videos
One survey found that 48% of current retirees had to retire earlier than they expected.
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?
Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.
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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?
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Inflation: The Sneaky Thief
Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
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How Pre-Tax Contributions Affect Your Paycheck
The tax implications of retirement plan contributions and the effect on your take-home pay.
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3 Potential Benefits of Dollar-Cost Averaging
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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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.
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The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
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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.
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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.
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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.
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Tax Reform: Changes for Individuals
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.
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The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?
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Tax Reform: Changes for Businesses
The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.
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Going Public: Investing in IPOs
A discussion on the initial public offering (IPO) process, recent trends, and risks.
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Wage Growth: Watch for a Tipping Point
The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.
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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.
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The Retirement Income Factor
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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Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Protecting Your Dependents with Life Insurance
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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What Would Happen to Your Estate?
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.
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