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.

  • 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.

  • 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?

  • The Road to Retirement Can Begin at Work

    A workplace retirement savings plan offers three key benefits.

  • 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.

  • The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow

    Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.

  • Navigating Your Social Security Statement

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

  • 4 Money Mistakes You Might Be Making

    Avoiding these four money mistakes can help you survive, even thrive, in any economy.

  • Staying on Top: 5 Tips for Maintaining a Strong Credit Score

    Learn the factors that go into determining your credit score and five tips to maintaining a good score.

  • Getting Your Financial House in Order: Examining Your Relationship with Money

    Everyone has a relationship with money—what’s yours?

  • Getting Your Financial House in Order: Do I Really Need an Emergency Fund?

    Learn why it’s important to have an emergency fund and how to build one.

  • 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.

  • 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.

  • Women and Money: Taking Charge of Your Financial Future

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

  • 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.

  • Taking a Financial Inventory

    A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

  • 4 Things To Do in the 4 Years Before College

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

  • 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.