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.

Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

  • 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.

  • Secure 2.0 Act Seeks to Boost Retirement Readiness

    The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

  • 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.

  • Roth IRA Basics

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

  • What Is the 4 Percent Rule?

    The 4% rule is a common guideline for how to withdraw money from your retirement portfolio — here’s how it works.

  • 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.

  • 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.

  • 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.