630-741-4491Client Login
Videos
One survey found that 48% of current retirees had to retire earlier than they expected.
Source: Employee Benefit Research Institute, 2017
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.
-
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.
-
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?
-
Inflation: The Sneaky Thief
Inflation can be like a thief, sneaking into your portfolio and robbing your money's purchasing power.
-
How Pre-Tax Contributions Affect Your Paycheck
The tax implications of retirement plan contributions and the effect on your take-home pay.
-
3 Potential Benefits of Dollar-Cost Averaging
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
-
Leaving Your Employer? Don't Forget Your Retirement Savings Plan
When leaving your employer you'll need to decide what to do with the money in your retirement savings plan.
-
The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
-
Stocks and Stock Mutual Funds 101
Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
-
Bonds and Bond Mutual Funds 101
Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
-
The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?
-
Wage Growth: Watch for a Tipping Point
The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.
-
Trade Tariffs
The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.
-
Is the Tech Sector Dominating Your Portfolio?
How technology sector dominance can affect investment portfolios.
-
Are Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
-
Taking a Closer Look at Target Date Funds
How target date funds work and what investors should watch out for.
-
Should You Consider a Health Savings Account?
If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.
-
The Market's Wild Ride
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
-
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.
-
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.
-
Bringing Up Baby
The cost to raise a child from cradle to college.
Contact Our Firm
The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.
I have read and understand the Disclaimer and Privacy Policy.
