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.

Wealth-Building Strategies for HENRYs

  • What Is Socially Responsible Investing?

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

  • A Tiered Investment Strategy

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

  • Saving for College with a 529 Plan

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

  • Handling Market Volatility

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

  • 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.

  • 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.

  • Decrypting Crypto: Terms to Know

    Interested in crypto? Here are terms you should know.

  • 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?

  • Pay Down Loan or Invest

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

  • The Road to Retirement Can Begin at Work

    A workplace retirement savings plan offers three key benefits.

  • 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.

  • Roth IRA Basics

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

  • Wealth-Building Strategies for HENRYs

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

  • 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.

  • How to Be a Better Investor

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

  • 4 Money Mistakes You Might Be Making

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

  • What Is a Financial Wellness Plan?

    A financial wellness plan is a strategy that strives to address four key objectives.

  • 2025 Federal Income Tax Brackets

    Here are the 2025 federal income tax brackets.

  • Getting Your Financial House in Order: Taking Inventory

    Understanding your income and assets can help you identify your cash flow and track your net worth over time.

  • 3 Potential Benefits of Dollar-Cost Averaging

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

  • Do You Know Who Your Beneficiaries Are?

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