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.

Your Retirement Savings Plan Comes with Tax Benefits

  • A Tiered Investment Strategy

    Find out how a tiered investment strategy can help balance income and growth objectives.

  • 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.

  • 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.

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

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

  • Your Retirement Savings Plan Comes with Tax Benefits

    Did you know your workplace retirement plan can help you manage your tax bill, both today and in the future?

  • Pay Down Loan or Invest

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

  • Wealth-Building Strategies for HENRYs

    Are you a HENRY? Consider these three strategies to help build your wealth.

  • 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.

  • Navigating Your Social Security Statement

    Your personal Social Security statement contains estimates of your retirement, disability, and survivor benefits.

  • 3 Factors to Consider When Investing for the Long Term

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

  • Do You Know Who Your Beneficiaries Are?

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