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Educational Resources

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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.

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?


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.


Are Your Investment Decisions Influenced by Emotions?

Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.


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.


Putting Together the Retirement Income Puzzle

What key pieces will make up your retirement income puzzle?


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.


A Tiered Investment Strategy

Find out how a tiered investment strategy can help balance income and growth objectives.


Saving for College with a 529 Plan

Find out how a 529 savings plan can help you save for college.


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.


The Basics of Social Security Retirement Benefits

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


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.


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.


Handling Market Volatility

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


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.


Digital Deception: Watch Out for Cybercrime

As online commerce and recordkeeping have expanded, so has cybercrime.


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.


3 Factors to Consider When Investing for the Long Term

These three factors will typically drive your long-term investment strategy.


4 Things To Do in the 4 Years Before College

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


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?


Do You Know Who Your Beneficiaries Are?

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


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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