THREE STEPS YOU CAN TAKE TODAY TO FUND YOUR FUTURE is a 2:56 minutes video from the "When I'm 65" program: It is never too early to start saving for retirement. This video lists the three important steps that can make all the difference in a perso...
BACK TO SCHOOL SAVINGS is a 1:40 minute video in the "When I'm 65" program. It shows how sticking to a budget can make all the difference when preparing kids to go back to school. The money saved can also be used to help fund your child’s college...
BUILDING A FOUNDATION FOR INVESTING SUCCESS is an Action Guide from the "When I'm 65" program. It describes basic investments, how to invest, and potential pitfalls. It also includes five keys to investing success and how to find the best profess...
BUILD YOUR FUTURE PORTFOLIO BY CHOOSING INVESTMENTS WISELY is a 3:26 minute video from the "When I'm 65" program. It discusses the importance of diversifying your portfolio, how risk tolerance changes as you age, and how fund fees can effect your...
GETTING CLOSER TO RETIREMENT is an Action Guide from the "When I'm 65" program. It covers 6 key steps: Shift investing and withdrawal strategies, Get trustworthy advice, Plan for Social Security and Medicare, Understand annuities, Get value from ...
PERSONAL FINANCE IN HIGH SCHOOL is a 4:30 minute video from the "When I'm 65" program. From investments to spread sheets, see how one school district has given students the opportunity to learn the importance of compound interest, investing, and ...
PLANNING FOR LIFE'S BIG FINANCIAL CHALLENGES is an Action Guide about maximizing investment returns without undue risk or penalties on withdrawals. Students also learn how to accumulate funds for college with tax-advantaged investments, and five k...
RAMP UP SAVINGS FOR RETIREMENT is an Action Guide from the "When I'm 65" program about 5 key steps: Boost savings to supercharge growth, Reassess investments based on timeline and risk tolerance, Get dependable financial advice, Plan for Social Se...
This slide set was developed as part of the When I’m 65 program and is designed to be used with the “Ramp Up Savings for Your Retirement” booklet.
SAVING FOR COLLEGE is a 4:48 minute video from the "When I'm 65" program that covers tax-advantaged tips for saving for college education, including IRC Section 529 Plans, Pre-paid Tuition Plans, Coverdell Plans, Roth IRAs, financial aid, and uniq...
STARTING TO SAVE FOR RETIREMENT is an Action Guide that explores 4 key steps: Start saving what you can today to give your money time to grow, Learn about retirement savings options, Choose investments based on your timeline and risk tolerance, an...
The content is designed to educate adults ages 25–40 who are just starting their careers and/or who are approaching their prime earning years.
THE BASICS OF SAVING AND INVESTING is a teaching guide with four units on Getting Started, Financial Markets, Making an Investment Plan, and Investment Fraud. Designed with input from educators, it includes lesson plans, an investment fraud simul...
WHEN I'M 65 TOOLKIT offers booklets, action guides, facilitator slides, and videos to help individuals learn to fund their financial future regardless of their age or stage in life. This multi-year engagement program utilizes screenings of the doc...
