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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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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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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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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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