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 Pros and Cons of a Big Tax Refund

    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • 6 Reasons to Work with a Financial Professional

    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.

  • The Sandwich Generation: Caught in the Middle

    The Sandwich Generation: Caught in the Middle

    Caught in the sandwich generation caring for parents and young or adult children? Here are some tips to cope.

  • Women and Money: Taking Charge of Your Financial Future

    Women and Money: Taking Charge of Your Financial Future

    On their path to financial security, women often face unique financial obstacles.

  • Four Money Mistakes You Might Be Making

    Four Money Mistakes You Might Be Making

    Are you making any of these four money mistakes?

  • Putting Together the Retirement Income Puzzle

    Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • Do You Know Who Your Beneficiaries Are?

    Do You Know Who Your Beneficiaries Are?

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