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.

Financial Planning: Helping You See the Big Picture

  • 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.

  • The Basics of Social Security Retirement Benefits

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

  • 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.

  • Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • 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.

  • 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.

  • 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.