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iMoney

One survey found that 47% of current retirees had to retire earlier than they expected.¹
¹ Source: 2009 Retirement Confidence Survey, Employee Benefit Research Institute

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 $300,000 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 75% Factor
How much money will you bring to retirement?

Securities offered through Securities America, Inc., Member FINRA, SIPC.

Kathleen S. Parks, CFP®, CRPS, Registered Representative

Greenbrier Capital Management, PLLC and Securities America are not affiliated.

Advisory services offered through Greenbrier Capital Management, PLLC.

Kathleen S. Parks, CFP®, CRPS, Investment Advisor Representative

We are securities licensed in the following states: CA, FL, GA, IL, IN, KY, LA, MD, ME, MS, NC, NY, OH, PA, TN, VA
We are insurance licensed in the following states: OH, TN

Goldline Research does not provide a ranking of companies. Goldline Research’s evaluation of wealth managers is not based upon investment performance or client interviews. Goldline Research selects providers based upon nature of business, no unresolved lawsuits, advanced certifications held, comprehensive range of services offered, and 10+ years experience. Goldline Research makes no promise that a particular service provider is appropriate for the reader’s individual circumstance. Only you can determine this after your own independent inquiries. Working with a Goldline leading Wealth Manager does not guarantee investment success. For more information, please visit www.goldlineresearch.com.