Home About Us Resources Account View Login Contact Us Richard Gerrity, CPA, CLU, ChFC connect Videos 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? Debt Profile of Older Americans The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group. What Is Socially Responsible Investing? Socially responsible investing lets people put their money into companies that align with their personal values. U.S. Census Results: Takeaways Here are some key takeaways from the latest U.S. Census population count. SPACs in the Spotlight SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence. A Tiered Investment Strategy Find out how a tiered investment strategy can help balance income and growth objectives. What’s in Your Social Security Statement? Did you know you have a personal Social Security statement? Saving for College with a 529 Plan Find out how a 529 savings plan can help you save for college. 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? The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops? 3 Potential Benefits of Dollar-Cost Averaging Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations. 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. 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 is a process that can help you reach your financial goals by evaluating your whole financial picture. 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 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 Is receiving a big tax refund a reason to celebrate? Are Your Investment Decisions Influenced by Emotions? Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions. 6 Reasons to Work with a Financial Professional Here are six reasons to work with a financial professional no matter what life stage you’re in. Women and Money: Taking Charge of Your Financial Future On their path to financial security, women often face unique financial obstacles. Four Money Mistakes You Might Be Making Are you making any of these four money mistakes? Putting Together the Retirement Income Puzzle What key pieces will make up your retirement income puzzle? Social Security: When Should You Claim Retirement Benefits? The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits. How Sequence of Returns Can Affect Your Retirement Savings Did you know that the sequence in which you earn investment returns can affect how much you end up with? Taking a Financial Inventory A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order. 3 Factors to Consider When Investing for the Long Term These three factors will typically drive your long-term investment strategy. Are Value Stocks Poised for a Comeback? Growth stocks have dominated the market for the last decade, but could value stocks steal the spotlight next? 4 Things To Do in the 4 Years Before College These four steps can help you go into the college planning process wisely. Taking a Closer Look at Target Date Funds How much do you know about target date funds? The Latte Habit How little things can add up over time. What Is Investment Risk? How different types of risks can adversely affect your investments Do You Know Who Your Beneficiaries Are? Valuable assets will convey directly to beneficiaries, regardless of instructions in a will. The Value of a Bond How interest rate changes influence bond prices. What Would Happen to Your Estate? Estate planning documents can help you manage your estate. What Is An Annuity? Immediate or deferred annuity: there's no right answer. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA | SIPC. The LPL registered representative may only discuss securities or transact business with persons who are residents of CA, DE, FL, GA, IN, KY, ME, MI, MT, NJ, NY, NC, OH, PA, SC, TN, TX, VA, WA. Site Map Back To Top