Videos
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.
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Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.
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Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
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How much do you know about your Social Security retirement benefits?
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If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.
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How little things can add up over time.
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How much money will you bring to retirement?
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Are you concerned about your tax situation?
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Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Term or whole life? Just be sure you have adequate coverage.
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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.
