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.

  • 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.

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

    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.

  • Full Employment: What Happens Now?

    Full Employment: What Happens Now?

    The current employment picture and why the labor force may continue to hold back the U.S. economy.

  • Financial Planning: Helping You See the Big Picture

    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.

  • Stocks and Stock Mutual Funds 101

    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.

  • Tax Reform: Changes for Individuals

    Tax Reform: Changes for Individuals

    In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.

  • American Tax Burden

    American Tax Burden

    Are you concerned about your tax situation?

  • Protecting Your Dependents with Life Insurance

    Protecting Your Dependents with Life Insurance

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

  • 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.

  • Bringing Up Baby

    Bringing Up Baby

    The cost to raise a child from cradle to college.