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Graduating from College to Financial Freedom

College graduation is a time of new beginnings and new financial responsibilities. Get off on the right foot financially with these money management tips.

Learn About Your Personal Financial Website

Stay in control of your financial life.  Watch this overview of the features available on your personal financial website.

How Do I Budget?

Learning to budget is essential to any healthy financial life. Show your clients' children the basics of budgeting with this video to help them learn to make every penny count.

Type Video Topic Budgeting

How to Save for College

Learn effective strategies to help pay for the high costs of higher education.

What is an Irrevocable Life Insurance Trust?

Irrevocable Life Insurance Trusts (ILIT) can provide financial control and tax efficiencies.  This video shows you how it works. 

 

What You Should Know About Retirement

95% of Americans have not saved enough for retirement. Act now, your retirement is approaching.

Type Video Topic Retirement

Five Documents At The Core Of An Estate Plan

Every estate plan is unique because of a particular family's circumstances. Still, most people share many primary objectives that may be reflected in five documents often found at the core of a plan.

If your current estate plan doesn't include these five items, you might need to fill the gaps. And if you don't yet have a comprehensive estate plan in place, it's probably time to make that a priority. Mortality can sneak up on anyone.

How to Save For Retirement

Financial security in retirement takes planning and commitment.  You can do it, here's how. 

 

Type Video Topic Retirement

Estimating Your Retirement Income Needs

You know how important it is to plan for your retirement, but where do you begin? One of your first steps should be to estimate how much income you'll need to fund your retirement. That's not as easy as it sounds, because retirement planning is not an exact science. Your specific needs depend on your goals and many other factors.

Use your current income as a starting point

Type Video Topic Retirement

Closing the Retirement Income Gap

When you determine how much income you'll need in retirement, you may base your projection on the type of lifestyle you plan to have and when you want to retire. However, as you grow closer to retirement, you may discover that your income won't be enough to meet your needs. If you find yourself in this situation, you'll need to adopt a plan to bridge this projected income gap.

Delay retirement: 65 is just a number

Type Articles Topic Retirement