iMoney

One survey found that 45% of current retirees had to retire earlier than they expected.1
Source: 1) Employee Benefit Research Institute, 2011

Some of the best financial concepts are learned in small, bite-size pieces.

Our library of iMoney ideas is built on the concept that short lessons can teach a lot about personal finance. Click on one of the items below and watch a quick movie that will show a financial concept.

Retirement Vision
Is your picture out of focus?
Inside an Annuity
Immediate or deferred: There's no right answer
The Latte Habit
How little things can add up over time
Retirement Confidence
Does your confidence rise and fall with the stock market?
The Value of a Bond
How interest rate changes influence bond prices
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to them, regardless of instructions in a will.
Protecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.