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.

  • Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

    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.

  • Financial Planning: Helping You See the Big Picture

    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

    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • Four Money Mistakes You Might Be Making

    Four Money Mistakes You Might Be Making

    Are you making any of these four money mistakes?

  • Social Security: When Should You Claim Retirement Benefits?

    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.

  • The SECURE Act Hopes to Make Retirement More Secure

    The SECURE Act Hopes to Make Retirement More Secure

    Here are four new rules that could help retirement savers in 2020 and beyond.

  • The CARES Act May Offer Welcome Relief to Retirement Account Owners

    The CARES Act May Offer Welcome Relief to Retirement Account Owners

    The CARES Act signed into law in 2020 in response to Covid-19 contains four provisions to help retirement savers.