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40% of U.S. workers have saved
less than $25,000 for retirement.*

*2019 Retirement
Confidence Survey, EBRI

Only 42% of Americans know how
much money to save for retirement.*

*2019 Retirement Confidence Survey, EBRI

43% of retirees left
the workforce earlier
than planned.*

*2019 Retirement
Confidence Survey, EBRI

Videos

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.

  • Socially responsible investing lets people put their money into companies that align with their personal values.

  • SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence.

  • Find out how a tiered investment strategy can help balance income and growth objectives.

  • Find out how a 529 savings plan can help you save for college.

  • These three actions can help you stick to a long-term investing strategy when markets are volatile.

  • Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.

  • When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

  • As online commerce and recordkeeping have expanded, so has cybercrime.

  • Interested in crypto? Here are terms you should know.

  • Curious about NFTs? Here an introduction to these unique digital assets.

  • The way medical debt is reported on credit reports has changed.

  • Do you know the key differences between ETFs and mutual funds?

  • Did you know your workplace retirement plan can help you manage your tax bill, both today and in the future?

  • Learn how to analyze whether to pay down a loan or invest extra funds instead.

  • Do you know how cryptocurrency works?

  • Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

  • A workplace retirement savings plan offers three key benefits.

  • The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

  • See how much you would need to save each month at ages 25, 35, 45, and 55 to reach $1 million at age 65.

  • Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.

  • Find out how a Roth IRA can help you build a source of tax-free retirement income.

  • Find out how high the federal funds rate has climbed since last year, and what the Fed is keeping an eye on now.

  • Are you a HENRY? Consider these three strategies to help build your wealth.

  • Find out what changes are coming to the 2024-2025 FAFSA.

  • Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

  • The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

  • Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

  • How much do you know about your Social Security retirement benefits?

  • Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

  • Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

  • Is receiving a big tax refund a reason to celebrate?

  • Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.

  • Here are six reasons to work with a financial professional no matter what life stage you’re in.

  • On their path to financial security, women often face unique financial obstacles.

  • What key pieces will make up your retirement income puzzle?

  • The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.

  • Did you know that the sequence in which you earn investment returns can affect how much you end up with?

  • A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

  • These three factors will typically drive your long-term investment strategy.

  • These four steps can help you go into the college planning process wisely.

  • How much do you know about target date funds?

  • How little things can add up over time.

  • Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck