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.
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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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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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The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
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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.
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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.
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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.
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The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?
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Are Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
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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.
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Women and Money: Taking Charge of Your Financial Future
On their path to financial security, women often face unique financial obstacles.
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Four Money Mistakes You Might Be Making
Are you making any of these four money mistakes?
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Putting Together the Retirement Income Puzzle
What key pieces will make up your retirement income puzzle?
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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.
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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?
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The SECURE Act Hopes to Make Retirement More Secure
Here are four new rules that could help retirement savers in 2020 and beyond.
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Record Government Spending Boosts Appeal of Tax-Free Income
Record government spending for COVID-19 could lead to higher tax rates, boosting the appeal of tax-free income.
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The CARES Act May Offer Welcome Relief to Retirement Account Owners
The CARES Act signed into law in 2020 in response to Covid-19 contains four provisions to help retirement savers.
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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.
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3 Factors to Consider When Investing for the Long Term
These three factors will typically drive your long-term investment strategy.
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The Latte Habit
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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What Is Investment Risk?
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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The Value of a Bond
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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What Is An Annuity?
Immediate or deferred annuity: there's no right answer.