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.

  • When leaving your employer you’ll need to decide what to do with the money in your retirement savings plan.

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

  • Did you know your workplace retirement plan can help you manage your tax bill, both today and in the future?

  • Learn how to analyze whether to pay down a loan or invest extra funds instead.

  • A workplace retirement savings plan offers three key benefits.

  • See how much you would need to save each month at ages 25, 35, 45, and 55 to reach $1 million at age 65.

  • Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.

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

  • Your personal Social Security statement contains estimates of your retirement, disability, and survivor benefits.

  • Here are the 2025 federal income tax brackets.

  • A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

  • These three factors will typically drive your long-term investment strategy.

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