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.

6 Reasons to Work with a Financial Professional

  • 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.

  • Pay Down Loan or Invest

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

  • 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?

  • 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.

  • Women and Money: Taking Charge of Your Financial Future

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

  • Do You Know Who Your Beneficiaries Are?

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