What to Do With Your Tax Refund

You can do a lot of things with your tax refund, but only a few things will help fund your financial future. Get the scoop from When I’m 65. Download video.

Summer Savings

Saving during the summer months can be challenging; here’s some great advice to keep you on track with your financial goals. Download video.

Cleaning Your Finances

It’s important to make sure your finances are tidy so that you’re better prepared for retirement. Here are a few tips to keep your money squeaky clean. Download video.

Reassessing Your Retirement Strategy

When life changes happen, you want to make sure you adjust your retirement strategy accordingly. Know when it’s time to reassess your retirement plan. Download video.

Back To School Savings

Creating a budget and sticking to it can make all the difference in the world when it comes to the task of sending your kids back to school. Not only will you be kind to your wallet, but the money saved can also be used to help fund your child’s college education. Download video.

Social Security

Learn why it’s so important to time your social security collection carefully with this explainer from When I’m 65. Download video.

The New Definition of Retirement

See why many people consider staying in the workforce after retirement. Download video.

Get A Head Start On Your Taxes

It’s better to get a head start on your taxes now and stay on top of your finances. Here are a few reasons why filing early is a good idea. Download video.

Making Your Money Last

Find out the key steps that you can take to fund your retirement. Through different sources of income, and trustworthy advice, there are many ways to save Download video.

Rules for Required Minimum Distributions

Required Minimum Distributions is the minimum amount of money the IRS requires you to take out of your tax-deferred retirement plans every year once you turn 70 1/2. Understanding the rules for Required Minimum Distributions can help you make your money last in retirement. Download video.

Spending Savings Wisely in Retirement

You’ve finally reached retirement! It’s important to know how much of that hard-earned money that you’ve saved up can be spent. Download video.

Staying Engaged in the Workplace

Continuing to work can be a great way to bring in extra money during your retirement years. Here are some tips for enjoying retirement while staying active and involved in the workforce. Download video.

Getting Trustworthy Advice as you Age

As you near retirement age, you may need to take a more holistic approach to money management. Getting a financial advisor can help you in more ways than you think. Download video.

Managing Medicare

Understanding the fundamentals of Medicare is crucial to ensuring you have a healthy and secure retirement. Download video.

Consider Your Location in Retirement

Where you live can have a huge impact on how long your retirement savings may last. Download video.

Holiday Spending and Saving

With the holidays quickly approaching, it’s important to stay mindful of your financial goals. Download video.

Year-End Planning

As December 31st nears, it’s important to keep yourself on track. Here are a few things you can do to make sure you’ve tied up any loose ends before the end of the year. Download video.

Budgeting for the New Year

The new year is the perfect time to take a good look at your budget and make sure it aligns with your goals. Download video.

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