CONNECT

Address:

1647 N. Swan Road
Tucson, AZ 85712

Phone:

(520) 881-1149,Toll Free (877) 881-1149

Fax/Other:

(520) 881-1297

Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2018

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts and current events. Choose any of the videos below and then click the start arrow to watch.

  • Should You Pay Off Debt or Save for Retirement?

    Should You Pay Off Debt or Save for Retirement?

    Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

  • Should You Sell When the Market Drops?

    Should You Sell When the Market Drops?

    The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

  • Inflation: The Sneaky Thief

    Inflation: The Sneaky Thief

    Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.

  • 3 Potential Benefits of Dollar-Cost Averaging

    3 Potential Benefits of Dollar-Cost Averaging

    Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

  • The Basics of Social Security Retirement Benefits

    The Basics of Social Security Retirement Benefits

    How much do you know about your Social Security retirement benefits?

  • Financial Planning: Helping You See the Big Picture

    Financial Planning: Helping You See the Big Picture

    Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • Stocks and Stock Mutual Funds 101

    Stocks and Stock Mutual Funds 101

    Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

  • Bonds and Bond Mutual Funds 101

    Bonds and Bond Mutual Funds 101

    Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

  • The Pros and Cons of a Big Tax Refund

    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • Wage Growth: Watch for a Tipping Point

    Wage Growth: Watch for a Tipping Point

    The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.

  • Trade Tariffs

    Trade Tariffs

    The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

    Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.