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

  • What Is Socially Responsible Investing?

    Socially responsible investing lets people put their money into companies that align with their personal values.

  • SPACs in the Spotlight

    SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence.

  • Saving for College with a 529 Plan

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

  • Inflation: What’s Next?

    Inflation went on a tear in 2021, notching the fastest 12-month increase in almost 40 years. What's next?

  • Handling Market Volatility

    These three actions can help you stick to a long-term investing strategy when markets are volatile.

  • The Social Security Statement Gets a Makeover

    The personal Social Security statement has been redesigned to make it easier to understand — see what's changed.

  • Digital Deception: Watch Out for Cybercrime

    As online commerce and recordkeeping have expanded, so has cybercrime.

  • 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.

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • 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.

  • Do You Know Who Your Beneficiaries Are?

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