Investing and Retirement | Financial Education

Understand ways to invest and plan for retirement

Think investing is overwhelming? Choose from these quick, easy hands-on learning modules to familiarize yourself with different kinds of investment products and strategies.

Explore how to start saving for retirement or to optimize your current approach.

Discover the features, benefits, and types of Individual Retirement Account (IRA) options available for retirement savings.

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401(k) Plans

Learn how a 401(k) plan can help you save for future income while delivering tax benefits.

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When to Collect Social Security

Understand how Social Security benefits can affect your retirement planning.

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Annuities

Discover how annuities serve as a financial tool to deliver immediate payouts or to help you reach your retirement savings goal.

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Estate Planning

Understand the purpose of estate planning and how to approach it to secure your future.

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Financial Independence Retirement Early (FIRE)

Discover how you can experience financial independence and early retirement.

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Health Savings Accounts (HSAs)

Learn about the eligibility requirements, benefits, risks and uses of Health Savings Accounts (HSAs).

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Investment Properties

Explore the world of property investment to see if it is right for you.

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Social and Sustainable Investing

Learn financial portfolio strategies using sustainable investing to support causes important to you.

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Disclaimer
People’s United Bank interactive modules are provided by EVERFI, an unaffiliated company that provides general, educational information and learning about financial topics. People’s United Bank is not responsible for the content. This learning content does not include information specific to, or necessarily refer to, People’s United Bank products or services.

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Banking Basics

Improve your understanding of everyday banking products and services.

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Saving and Budgeting

Saving is a major key to financial success. Sharpen your budgeting skills and master ways to save so you can reach your financial goals.

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Credit and Debt

Get credit management tips and strategies to keep your debt manageable.

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Home and Property

Homeownership is a big investment. Explore key topics to help you make smart decisions during the home buying process.

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College and Beyond

Education can be an expensive investment. Prepare with financial planning strategies and tips for navigating finances during the college years.

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Security and Protection

Keeping your financial information secure is important. Become more aware of risks to your personal identity and learn how to protect your information.

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Locations

Find a convenient local branch or ATM.

FIND BRANCH OR ATM

Easy ways to get help or have questions answered.

CONTACT OPTIONS

Customer Support

Help on everything related to your account.

GET HELP

Calculators

Make better decisions about your finances.

VIEW TOOLS