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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?

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*David A. Watson is a Registered Representative of and offers securities products & services through Royal Alliance Associates, Inc., Member FINRA/SIPC , a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of CA, DE, FL, IA, IL, IN, MO, NC, NY. No offers may be made or accepted from any resident outside the specific states referenced.

David A. Watson is separately registered as an Investment Advisor Representative under Pines Wealth Management, LLC, a Registered Investment Advisor. Pines Wealth Management, LLC is not associated with Royal Alliance Associates, Inc. D. A. Watson & Company is not affiliated with Royal Alliance Associates, Inc. or registered as a broker-dealer or investment adviser.

Insurance placed through The Blue Chip Consortium, LLC. not affiliated with Royal Alliance Associates, Inc. or registered as a broker dealer or investment advisor.

IMPORTANT CONSUMER INFORMATION:

A broker-dealer "BD", investment adviser "IA", a BD agent or IA Representative may only transact business in a state if first registered in that state, or is excluded or exempt from registration in that state as a broker-dealer, investment adviser, BD agent or IA representative, as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion.

For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA rep, a consumer should contact their state securities law administrator.