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.

Bonds and Bond Mutual Funds 101

  • 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.

  • 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.

  • Pay Down Loan or Invest

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

  • 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.

  • Roth IRA Basics

    Find out how a Roth IRA can help you build a source of tax-free retirement income.

  • 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?

  • 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.

  • 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.

  • 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.