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.

Taking a Financial Inventory

  • 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.

  • Are Your Investment Decisions Influenced by Emotions?

    Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.

  • 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.

  • Four Money Mistakes You Might Be Making

    Are you making any of these four money mistakes?

  • 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.

  • How Sequence of Returns Can Affect Your Retirement Savings

    Did you know that the sequence in which you earn investment returns can affect how much you end up with?

  • 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.