Videos
The Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
View3 Potential Benefits of Dollar-Cost Averaging
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
ViewWomen and Money: Taking Charge of Your Financial Future
On their path to financial security, women often face unique financial obstacles.
ViewPutting Together the Retirement Income Puzzle
What key pieces will make up your retirement income puzzle?
ViewSecure 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.
ViewWhat 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.
ViewHow to Be a Better Investor
Here are six investing principles that may help you become a better investor.
ViewNavigating Your Social Security Statement
Your personal Social Security statement contains estimates of your retirement, disability, and survivor benefits.
View4 Money Mistakes You Might Be Making
Avoiding these four money mistakes can help you survive, even thrive, in any economy.
ViewAlternative Investments: The Pros and Cons of Branching Out
Alternative investing involves assets and strategies that go beyond the traditional mix of stocks, bonds, and cash.
ViewWhat Is a Financial Wellness Plan?
A financial wellness plan is a strategy that strives to address four key objectives.
View2025-2026 FAFSA Opens December 1
The 2025–2026 FAFSA is set to open on December 1, the second year in a row it’s been delayed beyond October 1.
ViewHow 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?
View3 Factors to Consider When Investing for the Long Term
These three factors will typically drive your long-term investment strategy.
View4 Things To Do in the 4 Years Before College
These four steps can help you go into the college planning process wisely.
ViewTaking 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.
ViewA Tiered Investment Strategy
Find out how a tiered investment strategy can help balance income and growth objectives.
ViewSaving for College with a 529 Plan
Find out how a 529 savings plan can help you save for college.
ViewHandling Market Volatility
These three actions can help you stick to a long-term investing strategy when markets are volatile.
ViewDigital Deception: Watch Out for Cybercrime
As online commerce and recordkeeping have expanded, so has cybercrime.
ViewLeaving 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.
ViewCurious About NFTs? Here's an Introduction
Curious about NFTs? Here an introduction to these unique digital assets.
ViewETFs vs. Mutual Funds: What's the Difference?
Do you know the key differences between ETFs and mutual funds?
ViewYour 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?
ViewPay Down Loan or Invest
Learn how to analyze whether to pay down a loan or invest extra funds instead.
ViewThe Sandwich Generation: Caught in the Middle
Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.
ViewSecurities-Based Lending
Securities-based lending allows securities in an investment portfolio to serve as collateral for a loan.
ViewShould 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.
ViewShould 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?
ViewTax Reform: Changes for Individuals
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.
ViewFull Employment: What Happens Now?
The current employment picture and why the labor force may continue to hold back the U.S. economy.
ViewThe Economic Impact of the 2017 Hurricanes
The potential economic impact of Hurricanes Harvey, Irma, and Maria on a local and national level.
ViewDigital Deception: Current Trends in Cybercrime
An overview of recent developments in cybersecurity and tips that could help protect sensitive account information.
ViewTrade Tariffs
The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.
ViewWage Growth: Watch for a Tipping Point
The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.
ViewLow Volatility: Calm Before the Storm?
Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.
ViewThe Road to Retirement Can Begin at Work
A workplace retirement savings plan offers three key benefits.
ViewThe 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.
ViewThe 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.
ViewRoth IRA Basics
Find out how a Roth IRA can help you build a source of tax-free retirement income.
ViewWealth-Building Strategies for HENRYs
Are you a HENRY? Consider these three strategies to help build your wealth.
ViewWhat Is Socially Responsible Investing?
Socially responsible investing lets people put their money into companies that align with their personal values.
ViewSocial 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.
ViewBonds and Bond Mutual Funds 101
Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
ViewStocks and Stock Mutual Funds 101
Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
ViewFinancial 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.
ViewAre Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
View6 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.
ViewDo You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
ViewShould 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.
ViewShould 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?
ViewSocial Security 2025 COLA Is the Lowest in Four Years
The Social Security Administration has announced a 2.5% COLA for 2025 – the smallest increase since 2021.
ViewStaying 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.
ViewGoing Public: Investing in IPOs
A discussion on the initial public offering (IPO) process, recent trends, and risks.
ViewTax Reform: Changes for Businesses
The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.
View3 Potential Benefits of Dollar-Cost Averaging
Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.
ViewThe Basics of Social Security Retirement Benefits
How much do you know about your Social Security retirement benefits?
ViewStocks and Stock Mutual Funds 101
Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.
ViewBonds and Bond Mutual Funds 101
Investing in bonds and bond funds can help you pursue financial goals, but consider the risks and rewards first.
ViewDo You Know Who Your Beneficiaries Are?
Valuable assets will convey directly to beneficiaries, regardless of instructions in a will.
ViewWage Growth: Watch for a Tipping Point
The factors that may be restraining workers' wages and the economic implications of continued weakness or a sudden surge.
ViewFinancial 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.
ViewLow Volatility: Calm Before the Storm?
Several key factors have helped calm the U.S. stock markets, but consider the potential for future volatility.
ViewThe Market's Wild Ride
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ViewHow Pre-Tax Contributions Affect Your Paycheck
The tax implications of retirement plan contributions and the effect on your take-home pay.
ViewAre Your Investment Decisions Influenced by Emotions?
Consider how emotions, such as excitement and fear, can cause you to make counterproductive investment decisions.
ViewIs the Tech Sector Dominating Your Portfolio?
How technology sector dominance can affect investment portfolios.
ViewTax Reform: Changes for Businesses
The 2017 tax reform legislation made major changes to the U.S. tax code for businesses.
ViewGoing Public: Investing in IPOs
A discussion on the initial public offering (IPO) process, recent trends, and risks.
ViewAutomating the American Workforce
What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.
ViewTax Reform: Changes for Individuals
In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual tax landscape.
ViewSpotlight on Student Debt
Excessive student loan debt is crushing students, and increasingly, their parents.
ViewProtecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.
ViewInflation: The Sneaky Thief
Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
ViewTrade Tariffs
The U.S. is using tariffs to force the hands of trading partners and narrow the deficit. As a result, the disruption of global trade could affect economic growth.
ViewShould You Consider a Health Savings Account?
If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.
View6 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.
ViewU.S. Census Results: Takeaways
Here are some key takeaways from the latest U.S. Census population count.
ViewSPACs in the Spotlight
SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence.
ViewWhat’s in Your Social Security Statement?
Did you know you have a personal Social Security statement?
ViewSocial Security Announces Biggest COLA in Years
Social Security announces biggest COLA in decades.
ViewIs the Tech Sector Dominating Your Portfolio?
How technology sector dominance can affect investment portfolios.
ViewAutomating the American Workforce
What current trends in workforce automation could mean for U.S. workers, industries, and the broader economy.
ViewRising Rates: The Fed Takes Next Step Toward Normal
The possible implications for consumers and investors when the Federal Reserve raises short-term interest rates.
ViewShould You Consider a Health Savings Account?
If you have a high-deductible health plan or are considering enrolling in one, you might also consider a health savings account.
ViewThe Market's Wild Ride
In the final quarter of 2018, interest-rate fears and unresolved geopolitical issues upset the financial markets and reversed many of the gains notched earlier in the year.
ViewSpotlight on Student Debt
Excessive student loan debt is crushing students, and increasingly, their parents.
ViewProtecting Your Dependents with Life Insurance
Term or whole life? Just be sure you have adequate coverage.
ViewThe Growth of Socially Responsible Investing
Interest in socially responsible investing has increased dramatically over the past decade.
ViewHow Pre-Tax Contributions Affect Your Paycheck
The tax implications of retirement plan contributions and the effect on your take-home pay.
ViewInflation: The Sneaky Thief
Inflation can be like a thief, sneaking into your portfolio and robbing your money’s purchasing power.
ViewYour Credit Profile: New Protections Help Consumers
Your credit score matters and how recent changes could help you manage and potentially improve your credit.
ViewHandling Market Volatility
Will 2020 bring more market volatility? Here are some tips to deal with market swings.
ViewThe SECURE Act Hopes to Make Retirement More Secure
Here are four new rules that could help retirement savers in 2020 and beyond.
ViewThe 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.
ViewDebt Profile of Older Americans
The percentage of older Americans with debt is at its highest level in 30 years, driven by the 75+ age group.
ViewWhat Is Socially Responsible Investing?
Socially responsible investing lets people put their money into companies that align with their personal values.
ViewRecord 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.
ViewU.S. Census Results: Takeaways
Here are some key takeaways from the latest U.S. Census population count.
ViewSPACs in the Spotlight
SPACs aren’t new, but economic challenges created by the pandemic have fueled their resurgence.
ViewFed Forecast: Low Rates Ahead
The Federal Reserve did two interesting things in the summer of 2020.
ViewDebt Payoff Methods: Snowball vs. Avalanche
Two popular ways to pay off multiple debts are the snowball and avalanche methods.
ViewAre Value Stocks Poised for a Comeback?
Growth stocks have dominated the market for the last decade, but could value stocks steal the spotlight next?
ViewInflation: What’s Next?
Inflation went on a tear in 2021, notching the fastest 12-month increase in almost 40 years. What's next?
ViewInflation: What’s Next?
Inflation went on a tear in 2021, notching the fastest 12-month increase in almost 40 years. What's next?
ViewThe Sandwich Generation: Caught in the Middle
Members of the sandwich generation often face financial and emotional stress — here are four tips to help cope.
ViewThe Social Security Statement Gets a Makeover
The personal Social Security statement has been redesigned to make it easier to understand — see what's changed.
ViewLeaving 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.
ViewMedical Debt and Your Credit Report: Relief Has Arrived
The way medical debt is reported on credit reports has changed.
ViewSocial Security Announces Big COLA for 2023
The Social Security Administration has announced a big cost-of-living adjustment (COLA) for 2023.
ViewThe Sandwich Generation: Caught in the Middle
Caught in the sandwich generation caring for parents and young or adult children? Here are some tips to cope.
ViewThe 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.
ViewNavigating Your Social Security Statement
Your personal Social Security statement contains estimates of your retirement, disability, and survivor benefits.
ViewSocial Security Announces 2024 COLA
The Social Security Administration has announced a modest cost-of-living adjustment (COLA) for 2024.
View2024 Federal Income Tax Brackets
Here are the 2024 federal income tax brackets and standard deduction amounts for single and joint filers.
View2024 Federal Income Tax Brackets
Here are the 2024 federal income tax brackets and standard deduction amounts for single and joint filers.
View