Videos

One survey found that 48% of current retirees had to retire earlier than they expected.

Source: Employee Benefit Research Institute, 2018

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.

  • Should You Pay Off Debt or Save for Retirement?

    Should You Pay Off Debt or Save for Retirement?

    Should you pay off debt or save for retirement? That’s a good question. These points may help you decide.

  • How Pre-Tax Contributions Affect Your Paycheck

    How Pre-Tax Contributions Affect Your Paycheck

    The tax implications of retirement plan contributions and the effect on your take-home pay.

  • The Pros and Cons of a Big Tax Refund

    The Pros and Cons of a Big Tax Refund

    Is receiving a big tax refund a reason to celebrate?

  • What Would Happen to Your Estate?

    What Would Happen to Your Estate?

    Estate planning documents can help you manage your estate.