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.

Financial Planning: Helping You See the Big Picture

  • Saving for College with a 529 Plan

    Find out how a 529 savings plan can help you save for college.

  • 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.

  • 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?

  • 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.

  • Four Money Mistakes You Might Be Making

    Are you making any of these four money mistakes?

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • 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.

  • 4 Things To Do in the 4 Years Before College

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

  • Do You Know Who Your Beneficiaries Are?

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