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

  • 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.

  • 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.

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • Do You Know Who Your Beneficiaries Are?

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