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.

The Sandwich Generation: Caught in the Middle

  • Saving for College with a 529 Plan

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

  • 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.

  • 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.

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

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

  • Pay Down Loan or Invest

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

  • 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.

  • 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.

  • 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?

  • 3 Potential Benefits of Dollar-Cost Averaging

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

  • 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 is a process that can help you reach your financial goals by evaluating your whole financial picture.

  • 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.

  • 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.

  • The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • 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

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

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • 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.

  • 3 Factors to Consider When Investing for the Long Term

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

  • The Latte Habit

    How little things can add up over time.

  • Do You Know Who Your Beneficiaries Are?

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