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 Retirement Income Factor

  • The Basics of Social Security Retirement Benefits

    How much do you know about your Social Security retirement benefits?

  • 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.

  • The CARES Act May Offer Welcome Relief to Retirement Account Owners

    The CARES Act signed into law in 2020 in response to Covid-19 contains four provisions to help retirement savers.

  • The Retirement Income Factor

    How much money will you bring to retirement?

  • Do You Know Who Your Beneficiaries Are?

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

  • What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.

  • What Is An Annuity?

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