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.
The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?View
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.View
Are Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.View
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.View
Putting Together the Retirement Income Puzzle
What key pieces will make up your retirement income puzzle?View
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.View
A Tiered Investment Strategy
Find out how a tiered investment strategy can help balance income and growth objectives.View
Saving for College with a 529 Plan
Find out how a 529 savings plan can help you save for college.View
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.View
The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?View
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.View
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.View
Handling Market Volatility
These three actions can help you stick to a long-term investing strategy when markets are volatile.View
The Sandwich Generation: Caught in the Middle
Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.View
Digital Deception: Watch Out for Cybercrime
As online commerce and recordkeeping have expanded, so has cybercrime.View
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.View
3 Factors to Consider When Investing for the Long Term
These three factors will typically drive your long-term investment strategy.View
4 Things To Do in the 4 Years Before College
These four steps can help you go into the college planning process wisely.View
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?View
Do You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.View
Women and Money: Taking Charge of Your Financial Future
On their path to financial security, women often face unique financial obstacles.View