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.

Do You Know Who Your Beneficiaries Are?

  • Handling Market Volatility

    These three actions can help you stick to a long-term investing strategy when markets are volatile.

  • 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.

  • ETFs vs. Mutual Funds: What's the Difference?

    Do you know the key differences between ETFs and mutual funds?

  • Your Retirement Savings Plan Comes with Tax Benefits

    Did you know your workplace retirement plan can help you manage your tax bill, both today and in the future?

  • The Road to Retirement Can Begin at Work

    A workplace retirement savings plan offers three key benefits.

  • The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow

    Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.

  • The Basics of Social Security Retirement Benefits

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

  • 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.

  • The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • 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.

  • 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.

  • 4 Things To Do in the 4 Years Before College

    These four steps can help you go into the college planning process wisely.

  • Taking a Closer Look at Target Date Funds

    How much do you know about target date funds?

  • Do You Know Who Your Beneficiaries Are?

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