iMoney

One survey found that 41% of current retirees had to retire earlier than they expected.¹
Source: 1) Employee Benefit Research Institute, 2010

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. Click on the iMoney with the and you'll get to add your own ideas to the movie.

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

The $350,000 Baby
The price on your investment from cradle to college

Retirement Confidence
Does your confidence rise and fall with the stock market?

You, Inc.
Would you invest in this company?

The Retirement Income Factor
How much money will you bring to retirement?

Behavioral Finance
Reacting emotionally may hinder your investment results.

What Would Happen to Your Estate?
Estate planning documents can help you manage your estate.

American Tax Burden
Are you concerned about your tax situation?

What Does Your Tax Return Say About You?
Your return may reveal how you are managing your tax burden.

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.

Information Overload
Are you getting sound investment guidance?