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iMoney

One survey found that 41% of current retirees had to retire earlier than they expected.¹
Source: 1) Employee Benefit Research Institute, 2010

Some of the best financial concepts are learned in small, bite-size pieces.

Our library of iMoney ideas is built on the concept that short lessons can teach a lot about personal finance. Click on one of the items below and watch a quick movie that will show a financial concept. Click on the iMoney with the and you'll get to add your own ideas to the movie.

Retirement Vision
Is your picture out of focus?

Inside an Annuity
Immediate or deferred: There's no right answer

The Latte Habit
How little things can add up over time

The $350,000 Baby
The price on your investment from cradle to college

Retirement Confidence
Does your confidence rise and fall with the stock market?

The Value of a Bond
How interest rate changes influence bond prices

You, Inc.
Would you invest in this company?

Which Bank Would You Go To?
Identifying potential risks in your financial strategy

The Retirement Income Factor
How much money will you bring to retirement?

INVEST FINANCIAL
CORPORATION'S PRIVACY POLICY

Registered Representatives of INVEST FINANCIAL CORPORATION (INVEST), member FINRA, SIPC, a registered broker dealer, is not affiliated with Your Financial Prorities or WEC Associates. Securities and insurance products are offered through INVEST and affiliated insurance agencies.

Important Customer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.
2. Representatives of a BD or a IA are deemed to conduct business in a state to the extent that they provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.

This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. Yoy may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided.