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.

  • 3 Potential Benefits of Dollar-Cost Averaging

    3 Potential Benefits of Dollar-Cost Averaging

    Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

  • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

    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.

  • The Basics of Social Security Retirement Benefits

    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: 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

    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • Are Your Investment Decisions Influenced by Emotions?

    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

    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.

  • Women and Money: Taking Charge of Your Financial Future

    Women and Money: Taking Charge of Your Financial Future

    On their path to financial security, women often face unique financial obstacles.

  • Putting Together the Retirement Income Puzzle

    Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • Social Security: When Should You Claim Retirement Benefits?

    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

    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.

  • 3 Factors to Consider When Investing for the Long Term

    3 Factors to Consider When Investing for the Long Term

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

  • The Latte Habit

    The Latte Habit

    How little things can add up over time.

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

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

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.