An Honest Approach to Financial Management
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.
Are Your Investment Decisions Influenced by Emotions?
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.
Digital Deception: Watch Out for Cybercrime
As online commerce and recordkeeping have expanded, so has cybercrime.
Decrypting Crypto: Terms to Know
Interested in crypto? Here are terms you should know.
Curious About NFTs? Here's an Introduction
Curious about NFTs? Here an introduction to these unique digital assets.
ETFs vs. Mutual Funds: What's the Difference?
Do you know the key differences between ETFs and mutual funds?
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.
Cryptocurrency: An Introduction
Do you know how cryptocurrency works?
Securities-Based Lending
Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.
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.
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.
The Cost of Waiting to Invest: Effect on Your Wallet Tomorrow
Find out how much you could end up with at age 65 by saving a fixed amount at ages 25, 35, 45, and 55.
Roth IRA Basics
Find out how a Roth IRA can help you build a source of tax-free retirement income.
The Fed's Rate Moves and Inflation
Find out how high the federal funds rate has climbed since last year, and what the Fed is keeping an eye on now.
Wealth-Building Strategies for HENRYs
Are you a HENRY? Consider these three strategies to help build your wealth.
New Simplified FAFSA for 2024-2025
Find out what changes are coming to the 2024-2025 FAFSA.
Social Security Announces 2024 COLA
The Social Security Administration has announced a modest cost-of-living adjustment (COLA) for 2024.
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.
Should You Pay Off Debt or Save for Retirement?
Are you a HENRY? Consider these three strategies to help build your wealth.
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?
3 Potential Benefits of Dollar-Cost Averaging
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
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.
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.
Bonds and Bond Mutual Funds 101
Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
The Pros and Cons of a Big Tax Refund
Is receiving a big tax refund a reason to celebrate?
Are Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
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.
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.
How Sequence of Returns Can Affect Your Retirement Savings
Did you know that the sequence in which you earn investment returns can affect how much you end up with?
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.
3 Factors to Consider When Investing for the Long Term
These three factors will typically drive your long-term investment strategy.
4 Things To Do in the 4 Years Before College
These four steps can help you go into the college planning process wisely.
Taking a Closer Look at Target Date Funds
How much do you know about target date funds?
The Latte Habit
How little things can add up over time.
