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.

Saving for College with a 529 Plan

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

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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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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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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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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 Latte Habit

How little things can add up over time.

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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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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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Do You Know Who Your Beneficiaries Are?

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

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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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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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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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