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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.

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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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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Stocks and Stock Mutual Funds 101

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

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How Sequence of Returns Can Affect Your Retirement Savings

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

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3 Factors to Consider When Investing for the Long Term

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

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4 Things To Do in the 4 Years Before College

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

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Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

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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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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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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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Handling Market Volatility

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

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Digital Deception: Watch Out for Cybercrime

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

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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.

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Decrypting Crypto: Terms to Know

Interested in crypto? Here are terms you should know.

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Curious About NFTs? Here's an Introduction

Curious about NFTs? Here an introduction to these unique digital assets.

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

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

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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?

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Pay Down Loan or Invest

Learn how to analyze whether to pay down a loan or invest extra funds instead.

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Cryptocurrency: An Introduction

Do you know how cryptocurrency works?

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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.

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Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

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Going Public: Investing in IPOs

A discussion on the initial public offering (IPO) process, recent trends, and risks.

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Tax Reform: Changes for Businesses

The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.

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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.

View

The Basics of Social Security Retirement Benefits

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

View

Stocks and Stock Mutual Funds 101

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

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

Do You Know Who Your Beneficiaries Are?

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

View

The Value of a Bond

How interest rate changes influence bond prices.

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What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.

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What Is An Annuity?

Immediate or deferred annuity: there's no right answer.

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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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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?

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The Latte Habit

How little things can add up over time

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Tax Reform: Changes for Individuals

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.

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Behavioral Finance

Reacting emotionally may hinder your investment results.

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The Road to Retirement Can Begin at Work

A workplace retirement savings plan offers three key benefits.

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The Cost of Waiting to Invest: Effect on Your Wallet Today

See how much you would need to save each month at ages 25, 35, 45, and 55 to reach $1 million at age 65.

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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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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?

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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.

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Roth IRA Basics

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

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Wealth-Building Strategies for HENRYs

Are you a HENRY? Consider these three strategies to help build your wealth.

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Secure 2.0 Act Seeks to Boost Retirement Readiness

The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

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Social Security Announces 2024 COLA

The Social Security Administration has announced a modest cost-of-living adjustment (COLA) for 2024.

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What Is the 4 Percent Rule?

The 4% rule is a common guideline for how to withdraw money from your retirement portfolio — here’s how it works.

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How to Be a Better Investor

Here are six investing principles that may help you become a better investor.

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Navigating Your Social Security Statement

Your personal Social Security statement contains estimates of your retirement, disability, and survivor benefits.

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4 Money Mistakes You Might Be Making

Avoiding these four money mistakes can help you survive, even thrive, in any economy.

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2024 Federal Income Tax Brackets

Here are the 2024 federal income tax brackets and standard deduction amounts for single and joint filers.

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Alternative Investments: The Pros and Cons of Branching Out

Alternative investing involves assets and strategies that go beyond the traditional mix of stocks, bonds, and cash.

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The Latte Habit

How little things can add up over time.

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What Is Socially Responsible Investing?

Socially responsible investing lets people put their money into companies that align with their personal values.

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Wage Growth: Watch for a Tipping Point

The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.

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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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Low Volatility: Calm Before the Storm?

Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.

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The Market's Wild Ride

In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.

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How Pre-Tax Contributions Affect Your Paycheck

The tax implications of retirement plan contributions and the effect on your take-home pay.

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Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

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

Is the Tech Sector Dominating Your Portfolio?

How technology sector dominance can affect investment portfolios.

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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

View

Tax Reform: Changes for Businesses

The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.

View

Going Public: Investing in IPOs

A discussion on the initial public offering (IPO) process, recent trends, and risks.

View

Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

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Tax Reform: Changes for Individuals

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.

View

Spotlight on Student Debt

Excessive student loan debt is crushing students, and increasingly, their parents.

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Behavioral Finance

Reacting emotionally may hinder your investment results.

View

The Value of a Bond

How interest rate changes influence bond prices.

View

What Would Happen to Your Estate?

Estate planning documents can help you manage your estate.

View

What Is An Annuity?

Immediate or deferred annuity: there's no right answer.

View

The Retirement Income Factor

How much money will you bring to retirement?

View

American Tax Burden

Are you concerned about your tax situation?

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Protecting Your Dependents with Life Insurance

Term or whole life? Just be sure you have adequate coverage.

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What Is Investment Risk?

How different types of risks can adversely affect your investments

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Bringing Up Baby

The cost to raise a child from cradle to college.

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Inflation: The Sneaky Thief

Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.

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Trade Tariffs

The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.

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Should You Consider a Health Savings Account?

If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.

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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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U.S. Census Results: Takeaways

Here are some key takeaways from the latest U.S. Census population count.

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SPACs in the Spotlight

SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence.

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What’s in Your Social Security Statement?

Did you know you have a personal Social Security statement?

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Social Security Announces Biggest COLA in Years

Social Security announces biggest COLA in decades.

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Full Employment: What Happens Now?

The current employment picture and why the labor force may continue to hold back the U.S. economy.

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The Economic Impact of the 2017 Hurricanes

The potential economic impact of Hurricanes Harvey, Irma, and Maria on a local and national level.

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Digital Deception: Current Trends in Cybercrime

An overview of recent developments in cybersecurity and tips that could help protect sensitive account information.

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Trade Tariffs

The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.

View

Wage Growth: Watch for a Tipping Point

The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.

View

Low Volatility: Calm Before the Storm?

Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.

View

Is the Tech Sector Dominating Your Portfolio?

How technology sector dominance can affect investment portfolios.

View

Automating the American Workforce

What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.

View

Rising Rates: The Fed Takes Next Step Toward Normal

The possible implications for consumers and investors when the Federal Reserve raises short-term interest rates.

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Should You Consider a Health Savings Account?

If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.

View

The Market's Wild Ride

In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.

View

Spotlight on Student Debt

Excessive student loan debt is crushing students, and increasingly, their parents.

View

U.S. Economy Caps Off Decade of Growth

Can the U.S. economy' decade of growth continue?

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American Tax Burden

Are you concerned about your tax situation?

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Protecting Your Dependents with Life Insurance

Term or whole life? Just be sure you have adequate coverage.

View

What Is Investment Risk?

How different types of risks can adversely affect your investments

View

Four Money Mistakes You Might Be Making

Are you making any of these four money mistakes?

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The Growth of Socially Responsible Investing

Interest in socially responsible investing has increased dramatically over the past decade.

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Bringing Up Baby

The cost to raise a child from cradle to college.

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The Retirement Income Factor

How much money will you bring to retirement?

View

How Pre-Tax Contributions Affect Your Paycheck

The tax implications of retirement plan contributions and the effect on your take-home pay.

View

Inflation: The Sneaky Thief

Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.

View

Your Credit Profile: New Protections Help Consumers

Your credit score matters and how recent changes could help you manage and potentially improve your credit.

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Handling Market Volatility

Will 2020 bring more market volatility? Here are some tips to deal with market swings.

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Medical Debt and Your Credit Report: Relief Has Arrived

The way medical debt is reported on credit reports has changed.

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Social Security Announces Big COLA for 2023

The Social Security Administration has announced a big cost-of-living adjustment (COLA) for 2023.

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The Fed's Rate Moves and Inflation

Find out how high the federal funds rate has climbed since last year, and what the Fed is keeping an eye on now.

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New Simplified FAFSA for 2024-2025

Find out what changes are coming to the 2024-2025 FAFSA.

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Navigating Your Social Security Statement

Your personal Social Security statement contains estimates of your retirement, disability, and survivor benefits.

View

2024 Federal Income Tax Brackets

Here are the 2024 federal income tax brackets and standard deduction amounts for single and joint filers.

View

Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

View

The SECURE Act Hopes to Make Retirement More Secure

Here are four new rules that could help retirement savers in 2020 and beyond.

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The CARES Act May Offer Welcome Relief to Retirement Account Owners

The CARES Act signed into law in 2020 in response to Covid-19 contains four provisions to help retirement savers.

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Debt Profile of Older Americans

The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.

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What Is Socially Responsible Investing?

Socially responsible investing lets people put their money into companies that align with their personal values.

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Record Government Spending Boosts Appeal of Tax-Free Income

Record government spending for COVID-19 could lead to higher tax rates, boosting the appeal of tax-free income.

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U.S. Census Results: Takeaways

Here are some key takeaways from the latest U.S. Census population count.

View

SPACs in the Spotlight

SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence.

View

Fed Forecast: Low Rates Ahead

The Federal Reserve did two interesting things in the summer of 2020.

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Debt Payoff Methods: Snowball vs. Avalanche

Two popular ways to pay off multiple debts are the snowball and avalanche methods.

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Are Value Stocks Poised for a Comeback?

Growth stocks have dominated the market for the last decade, but could value stocks steal the spotlight next?

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Inflation: What’s Next?

Inflation went on a tear in 2021, notching the fastest 12-month increase in almost 40 years. What's next?

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Inflation: What’s Next?

Inflation went on a tear in 2021, notching the fastest 12-month increase in almost 40 years. What's next?

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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.

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The Social Security Statement Gets a Makeover

The personal Social Security statement has been redesigned to make it easier to understand — see what's changed.

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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.

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The Sandwich Generation: Caught in the Middle

Caught in the sandwich generation caring for parents and young or adult children? Here are some tips to cope.

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