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Educational Videos

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.
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Timing Your Retirement

This short video illustrates why knowing when to retire can be a crucial part of your strategy.
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What Smart Investors Know

Savvy investors take the time to separate emotion from fact.
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What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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The Wild West of Data Theft

Learn about cyber liability insurance in this entertaining video.
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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?
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Retirement Redefined

Around the country, attitudes about retirement are shifting.
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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.
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