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 Pros and Cons of a Big Tax Refund

  • Saving for College with a 529 Plan

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

  • 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.

  • Digital Deception: Watch Out for Cybercrime

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

  • Decrypting Crypto: Terms to Know

    Interested in crypto? Here are terms you should know.

  • Curious About NFTs? Here's an Introduction

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

  • Cryptocurrency: An Introduction

    Do you know how cryptocurrency works?

  • Securities-Based Lending

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

  • 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.

  • 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.

  • 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.

  • 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.

  • 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.

  • 4 Things To Do in the 4 Years Before College

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

  • Do You Know Who Your Beneficiaries Are?

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