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.

Do You Know Who Your Beneficiaries Are?

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

The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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

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

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.

The Latte Habit

How little things can add up over time.

The Value of a Bond

How interest rate changes influence bond prices.

What Is An Annuity?

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

3 Potential Benefits of Dollar-Cost Averaging

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

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.

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

Here are six reasons to work with a financial professional no matter what life stage you’re in.

Four Money Mistakes You Might Be Making

Are you making any of these four money mistakes?

Putting Together the Retirement Income Puzzle

What key pieces will make up your retirement income puzzle?

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