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 Basics of Social Security Retirement Benefits

    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?

    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 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

    The Retirement Income Factor

    How much money will you bring to retirement?

  • 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.

  • 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.