Archives: Animated Videos

Your Financial Sherpa

Finding the right financial advisor can be a challenge. This video explains how hiring the right advisor can not only help you reach your retirement goals but circumvent mistakes that could impact your quality of life in retirement.

IRAs

There are many considerations in determining what type of IRA is right for you. This video explains some of the most important aspects of owning an IRA.

Estate Planning

Although estate planning can be complex, a well-constructed plan can make a big difference in what is left for your loved ones. This video explains the essentials of what you need to know to ensure you have a well-thought-out estate plan in place.

Required Minimum Distributions

The idea behind Required Minimum Distributions, or RMDs, is that the government wants to give us a tax incentive to save for retirement – but they also want to make sure we don’t misuse it. There are many variables to consider when taking RMDs, so we’ve created this video to help you better understand tax …

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Social Security

Knowing when and how to apply for Social Security can greatly impact your retirement years. Watch this video to learn how to maximize your benefits and get the most of which you are entitled, and strategies to minimize your tax burden from Social Security.

The Financial Mousetrap

Finding the right financial advisor can be challenging. However, knowing the right questions to ask can help you identify an advisor’s investment philosophy—which is essential for your long-term financial health. This video offers tips to help you select the right financial advisor.

SIS Investment Approach

Not all financial advisors are the same. And as you near retirement, the stakes are too high to work with the wrong advisor. Watch this video to find out if the advisor you are working with has the specialized knowledge required to help you enjoy steady streams of income you can count on well into …

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Money Markets

When it comes to planning and saving for retirement, people often underestimate the amount of income they will need during retirement. This can lead to placing too much money in the bank. This video was created to help you understand the negative effects of having too much money in the bank and how it can …

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Stock Market History

Most of us would agree that history oftentimes repeats itself. That is especially true with the stock market. This video illustrates cyclical patterns in the stock market over the past 100 years and offers steps you can take today to help protect your retirement savings.

Bonds vs. Bond Funds

Bond mutual funds carry risks, costs, and tax implications that can be significantly reduced by investing in a portfolio of individual bonds, and bond-like instruments. This video reveals the dangers that lurk in bond mutual funds—and explains how an actively managed portfolio of individual bonds can help you avoid those dangers.