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.

What Is Socially Responsible Investing?

Socially responsible investing lets people put their money into companies that align with their personal values.

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The Latte Habit

How little things can add up over time.

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Alternative Investments: The Pros and Cons of Branching Out

Alternative investing involves assets and strategies that go beyond the traditional mix of stocks, bonds, and cash.

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2024 Federal Income Tax Brackets

Here are the 2024 federal income tax brackets and standard deduction amounts for single and joint filers.

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4 Money Mistakes You Might Be Making

Avoiding these four money mistakes can help you survive, even thrive, in any economy.

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Navigating Your Social Security Statement

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

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How to Be a Better Investor

Here are six investing principles that may help you become a better investor.

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What Is the 4 Percent Rule?

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

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Secure 2.0 Act Seeks to Boost Retirement Readiness

The SECURE 2.0 Act seeks to help Americans of all ages save and plan for retirement.

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Wealth-Building Strategies for HENRYs

Are you a HENRY? Consider these three strategies to help build your wealth.

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Roth IRA Basics

Find out how a Roth IRA can help you build a source of tax-free retirement income.

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The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow

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

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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?

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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.

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The Cost of Waiting to Invest: Effect on Your Wallet Today

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

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The Road to Retirement Can Begin at Work

A workplace retirement savings plan offers three key benefits.

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Securities-Based Lending

Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.

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The Sandwich Generation: Caught in the Middle

Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.

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Cryptocurrency: An Introduction

Do you know how cryptocurrency works?

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Pay Down Loan or Invest

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

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Your Retirement Savings Plan Comes with Tax Benefits

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

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ETFs vs. Mutual Funds: What's the Difference?

Do you know the key differences between ETFs and mutual funds?

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Curious About NFTs? Here's an Introduction

Curious about NFTs? Here an introduction to these unique digital assets.

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Decrypting Crypto: Terms to Know

Interested in crypto? Here are terms you should know.

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Leaving Your Employer? Don’t Forget Your Retirement Savings Plan

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

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Digital Deception: Watch Out for Cybercrime

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

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Handling Market Volatility

These three actions can help you stick to a long-term investing strategy when markets are volatile.

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Saving for College with a 529 Plan

Find out how a 529 savings plan can help you save for college.

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A Tiered Investment Strategy

Find out how a tiered investment strategy can help balance income and growth objectives.

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Taking a Financial Inventory

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

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Do You Know Who Your Beneficiaries Are?

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

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Putting Together the Retirement Income Puzzle

What key pieces will make up your retirement income puzzle?

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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.

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Are Your Investment Decisions Influenced by Emotions?

Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.

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Financial Planning: Helping You See the Big Picture

Financial planning is a process that can help you reach your financial goals by evaluating your whole financial picture.

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The Pros and Cons of a Big Tax Refund

Is receiving a big tax refund a reason to celebrate?

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Women and Money: Taking Charge of Your Financial Future

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

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Taking a Closer Look at Target Date Funds

How much do you know about target date funds?

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4 Things To Do in the 4 Years Before College

These four steps can help you go into the college planning process wisely.

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3 Factors to Consider When Investing for the Long Term

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

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How Sequence of Returns Can Affect Your Retirement Savings

Did you know that the sequence in which you earn investment returns can affect how much you end up with?

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Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

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3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

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Bonds and Bond Mutual Funds 101

Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.

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The Basics of Social Security Retirement Benefits

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

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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.

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