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.

  • When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

  • Find out how a Roth IRA can help you build a source of tax-free retirement income.

  • Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

  • Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

  • How much do you know about your Social Security retirement benefits?

  • Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

  • Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

  • Here are six reasons to work with a financial professional no matter what life stage you’re in.

  • What key pieces will make up your retirement income puzzle?

  • The amount you'll receive in retirement from Social Security can vary depending on the age when you claim benefits.

  • Did you know that the sequence in which you earn investment returns can affect how much you end up with?

  • A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

  • How much do you know about target date funds?

  • Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.