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.

Taking a Financial Inventory

  • 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.

  • The Road to Retirement Can Begin at Work

    A workplace retirement savings plan offers three key benefits.

  • 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.

  • Navigating Your Social Security Statement

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

  • 4 Money Mistakes You Might Be Making

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

  • Staying on Top: 5 Tips for Maintaining a Strong Credit Score

    Learn the factors that go into determining your credit score and five tips to maintaining a good score.

  • 2025 Federal Income Tax Brackets

    Here are the 2025 federal income tax brackets.

  • Getting Your Financial House in Order: Examining Your Relationship with Money

    Everyone has a relationship with money—what’s yours?

  • 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.

  • Getting Your Financial House in Order: Budget and Spending Plans

    These two budget strategies can help you plan what you will do with your money.

  • Getting Your Financial House in Order: Do I Really Need an Emergency Fund?

    Learn why it’s important to have an emergency fund and how to build one.

  • Getting Your Financial House in Order: Managing Credit and Debt

    Managing credit and debt is key to growing financially.

  • 5 Points to Consider When Starting a Business

    Here are five things to think about if you want to start a business.

  • 2026-2027 FAFSA Opens October 1

    After opening late the past two years, the 2026?2027 FAFSA is set to open on its typical start date of October 1.

  • The Basics of Social Security Retirement Benefits

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

  • The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • 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.

  • Women and Money: Taking Charge of Your Financial Future

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

  • 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.

  • 4 Things To Do in the 4 Years Before College

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

  • The Latte Habit

    How little things can add up over time.

  • Do You Know Who Your Beneficiaries Are?

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