Interested in attending one of our live events, but too short on time? These bite-sized webinars were made for you! Explore a variety of financial planning topics — all in 10 minutes or less.

Importance of having a budget video preview

Video: The importance of having a budget.

In eight minutes, we review some important reasons why you should have a budget, and some simple steps to get you started.

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Video: Medicare Advantage Plan vs. Medigap plans.

Medicare, Medicaid, Medigap — understanding healthcare options in retirement can be as confusing as reading a medical chart if you haven’t had the right schooling. Take seven minutes to learn about the different types of coverage and how to fill…

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Comparison of education savings accounts video preview

Video: Comparison of Education Savings Accounts.

How do you start saving for a college education? And what’s the difference between 529 plans, custodial accounts (UGMA/UTMA), and Coverdell Education Savings Accounts?  This nine-minute video helps you understand your options and what you need to get started.

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How to create a budget video preview

Video: How to create a budget.

In this six-minute video, we’ll show you the four main components of a budget, look at some guidelines for an everyday budget, and outline the steps to create and update your own personal plan.

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Video: Facts for filing Social Security.

What is Full Retirement Age, or “FRA”? How do you decide when to claim Social Security? Learn how longevity may affect your decision, and review the pros and cons of claiming before your FRA in this nine-minute video.

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Video: Health care cost projections.

How much can you expect to spend on healthcare in retirement? In this 7-minute video, we look at some current healthcare cost projections for retirees, including a breakdown of 2018 Medicare costs.

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Video: Health care pre-65.

It’s no secret that healthcare costs can take up a big part of your annual budget. In this seven-minute video, we look at both current costs and how you can plan for future healthcare expenses — both in your working…

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Video: 3-legged income stool.

In this video, learn about each of the legs of the traditional “three-legged stool” for retirement income: employer pensions, Social Security, and personal savings and investments. We provide an overview of the three pillars along with the most important considerations…

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Video: Investing basics.

In this intro to investing, we talk about setting investing goals and choosing appropriate risk levels for your timeline. We also explain asset allocation and the importance of looking at ALL of your assets when making investment decisions.

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Video: Retirement income planning process. Step 4: Identify the income gap.

Once you’ve determined your expected income and expenses in retirement, you may find that you won’t have enough income to meet your needs and goals. Closing this difference, or “gap,” is an important part of your retirement income plan.

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Video: Retirement income planning process. Step 3: Total income.

This 11-minute video discusses the key considerations for the various sources of income you may have in retirement, including social security, pensions and personal savings.

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Video: Retirement income planning process. Step 2: Consider major factors.

In this eight-minute video, we discuss some of the major factors you’ll need to consider when determining your target retirement income, including risks associated with inflation, longevity, and taxes.

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Video: Retirement income planning process. Step 1: Estimate income need.

This short video digs into the first step of the retirement income planning process: determining the amount of income you’ll need in retirement.

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Video: Retirement income planning process.

Take nine minutes to explore the five-step process behind retirement income planning, from income and gap analysis to retirement savings.

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Video: Investing risks and returns.

You may be familiar with the concept of investment risk and return: the greater the risk, the greater the potential reward, right? Not necessarily. In this six-minute video, we examine different types of risks you should consider, as well as…

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Video: What is a portfolio?

This 11-minute video provides an overview of what makes up an investment portfolio. We look at different investment types, including cash, bonds, stocks and funds, then talk about diversification and how to balance out risk and reward.

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Importance of having a will video preview

Video: The importance of having a will.

What is a will? And why should you have one? In this nine-minute video, we answer these questions, as well as what can be incorporated in a will, some things you should consider, and the advantages and disadvantages that come…

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