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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.
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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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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Putting Together the Retirement Income Puzzle
What key pieces will make up your retirement income puzzle?
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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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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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A Tiered Investment Strategy
Find out how a tiered investment strategy can help balance income and growth objectives.
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Saving for College with a 529 Plan
Find out how a 529 savings plan can help you save for college.
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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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The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
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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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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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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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