One survey found that 50% of current retirees had to retire earlier than they expected.
Source: Employee Benefit Research Institute, 2015
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.
Corporate Inversions: Tightening the Rules
Corporate Inversions: Tightening the Rules
What exactly is a corporate inversion? And why has it become a hot-button issue?
U.S. Oil: Increased Production Promotes Energy Independence
The U.S. has become the world’s largest energy producer; can lower gas and oil prices accelerate the economy?
Geopolitics and U.S. Markets: Global Static or Major Influence
A look at recent international geopolitical situations and whether they could have a long-term effect on U.S. markets.
College: Is it Worth the Price of Admission?
A Federal Reserve analysis found investing in a college degree earned an average annual return of about 15% over the last decade.
Economic Rebound: Key Indicators Signal Progress
Americans may feel upbeat about their financial prospects as key economic indicators signal economic progress.
The Strong Dollar: What Does It Mean for the U.S. Economy?
Understanding the rising U.S. dollar and its potential effect on the economy, consumers, and investors.
Data Breaches: Fighting Identity Theft with New Technologies
Current trends in debit- and credit-card fraud and upcoming changes to payment systems in stores and online.
Tax Extenders: The Tax Increase Prevention Act
50 temporary tax provisions for 2014 became law with less than 2 weeks left in the tax year; will any affect you?
Your Credit Profile: New Protections Help Consumers
Your credit score matters and how recent changes could help you manage and potentially improve your credit.
Extreme Weather: Does It Dampen Our Economy?
Extreme weather events can have an effect on businesses, regional economies, and overall U.S. GDP growth.
Social Security: Demographic Realities Create Big Challenges
Your credit score matters and how recent changes could help you manage and potentially improve your credit.
The Latte Habit
How little things can add up over time
The Retirement Income Factor
How much money will you bring to retirement?
American Tax Burden
Are you concerned about your tax situation?
What Is Investment Risk?
How different types of risks can adversely affect your investments
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
Protecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.
Behavioral Finance
Reacting emotionally may hinder your investment results.
The Value of a Bond
How interest rate changes influence bond prices.
What Would Happen to Your Estate?
Estate planning documents can help you manage your estate.
What Is An Annuity?
Immediate or deferred annuity: there's no right answer.
