Life Insurance & Your Retirement
Financial Protection
Recording
Life insurance a key part of your financial plan. It provides you security while you build savings, pay down debt, and accumulate wealth. In this video we explain different types of life insurance, how life insurance ties into retirement planning, and how much coverage you might need to consider having.
Additional Resources
Budgeting
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Retiree Profiles: Lifestyles In Retirement
In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop lessons we can learn from them to better prepare for retirement ourselves.
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Building a Retirement-Ready Portfolio: Balancing Risk, Reward & Market Changes
Learn how to build a portfolio that supports long-term growth and weather changing markets. We’ll cover how to balance risk and reward as retirement approaches.
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