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.

Inside an Annuity
Immediate or deferred: There's no right answer

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

You, Inc.
Would you invest in this company?

American Tax Burden
Are you concerned about your tax situation?

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?