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.

The Basics of Social Security Retirement Benefits

  • A Tiered Investment Strategy

    Find out how a tiered investment strategy can help balance income and growth objectives.

  • 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.

  • Social Security Announces Big COLA for 2023

    The Social Security Administration has announced a big cost-of-living adjustment (COLA) for 2023.

  • 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.

  • 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.

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • 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?

  • Do You Know Who Your Beneficiaries Are?

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