Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2017

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.

How Pre-Tax Contributions Affect Your Paycheck

  • Should You Pay Off Debt or Save for Retirement?

    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?

    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?

  • How Pre-Tax Contributions Affect Your Paycheck

    How Pre-Tax Contributions Affect Your Paycheck

    The tax implications of retirement plan contributions and the effect on your take-home pay.

  • Digital Deception: Current Trends in Cybercrime

    Digital Deception: Current Trends in Cybercrime

    An overview of recent developments in cybersecurity and tips that could help protect sensitive account information.

  • The Latte Habit

    The Latte Habit

    How little things can add up over time

  • The Retirement Income Factor

    The Retirement Income Factor

    How much money will you bring to retirement?

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • What Is Investment Risk?

    What Is Investment Risk?

    How different types of risks can adversely affect your investments

  • 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.

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

    Term or whole life? Just be sure you have adequate coverage.

  • Behavioral Finance

    Behavioral Finance

    Reacting emotionally may hinder your investment results.

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.

  • What Is An Annuity?

    What Is An Annuity?

    Immediate or deferred annuity: there's no right answer.