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.

  • 6 Reasons to Work with a Financial Professional

    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.

  • Putting Together the Retirement Income Puzzle

    Putting Together the Retirement Income Puzzle

    What key pieces will make up your retirement income puzzle?

  • The SECURE Act Hopes to Make Retirement More Secure

    The SECURE Act Hopes to Make Retirement More Secure

    Here are four new rules that could help retirement savers in 2020 and beyond.

  • Record Government Spending Boosts Appeal of Tax-Free Income

    Record Government Spending Boosts Appeal of Tax-Free Income

    Record government spending for COVID-19 could lead to higher tax rates, boosting the appeal of tax-free income.

  • 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.

  • Taking a Financial Inventory

    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.