Education Center / Retirement and Investments

Retirement and Investments

Having a plan today means you can have the lifestyle you want in the future. No two people have the exact same vision for their retirement, so a first step can be evaluating what you will want and need later in life. Start dreaming and use these free resources to help accomplish your vision.
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Featured Lessons

Life insurance application.
 Expanded Lesson 11 min read

The Basics of Life Insurance

Let’s face it, life insurance is something that many people need, but don’t want to talk about. We’ve all seen those GoFundMe pages asking for donations for a person that passed away. It can feel strange planning for the worst-case scenario, especially if you’re young and healthy. Life insurance is a way to help prevent leaving your loved ones with the added stress of financial burdens. Whatever your reason is for thinking about life insurance, this guide will help you get familiarized with some life insurance basics to make your planning and research a little simpler and a little easier.

 Quick Lesson

Video: Investment Vehicles

Watch this video to learn more about the different types of investment vehicles and how they can be used for different investment goals and scenarios.

A retired couple reviewing documents.
 Expanded Lesson 30 min read

Three Retirement Topics to Plan For

Retirement. You’ve spent all your life preparing, dreaming and working towards that day when you get to trade your morning commute for a cruise to the Bahamas or grab a set of golf clubs on your way out the door instead of your briefcase. Whatever your ideal retirement looks like, they should all have a few things in common: Relaxing, fulfilling, secure, etc. But what you shouldn’t have to do is worry about money or pick up extra work out of necessity or financial hardships. To help make sure that your retirement years are some of the best of your life, take these three steps towards financial wellness.

 Quick Lesson

Four Important Estate Planning Documents Everyone Needs

Estate planning allows you, not the courts, to make important decisions about your assets in the event you are incapacitated or deceased. Take a look at this lesson to learn about four documents that are essential to any estate plan.

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