Celia Mueller, CFP®
Financial Planning - Socially Responsible and Green Investing
Videos
One survey found that 48% of current retirees had to retire earlier than they expected.
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.
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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.
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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?
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Inflation: The Sneaky Thief
Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
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How Pre-Tax Contributions Affect Your Paycheck
The tax implications of retirement plan contributions and the effect on your take-home pay.
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Automating the American Workforce
What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.
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3 Potential Benefits of Dollar-Cost Averaging
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan
When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.
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How little things can add up over time
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The Retirement Income Factor
How much money will you bring to retirement?
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Are you concerned about your tax situation?
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How different types of risks can adversely affect your investments
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Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
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Protecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.
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Reacting emotionally may hinder your investment results.
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How interest rate changes influence bond prices.
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What Would Happen to Your Estate?
Estate planning documents can help you manage your estate.
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Immediate or deferred annuity: there's no right answer.
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The cost to raise a child from cradle to college.
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