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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.

Do You Know Who Your Beneficiaries Are?

  • The Retirement Income Factor

    How much money will you bring to retirement?

  • 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.

  • 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.

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