Explore our educational materials, including our Across the Board video series and brief reference materials, to build or refresh your understanding of financial topics.
How Do You Make the Most of Your Money? Budget.
How Do You Make the Most of Your Money? Budget.
Watch this video to learn how you can create a budget in four steps.
5:32
Across the Board Video Series
What Insurance Do You Need for Your Home?
Assess your needs, review the options, and protect your home – and peace of mind.
3:34
Across the Board Video Series
What Is Umbrella Liability Insurance?
Serious accidents can be catastrophic to your wealth and lifestyle, but they don’t have to be. Learn about this essential insurance.
5:12
Across the Board Video Series
How to Sell Your Home and Get the Best Offer for It
Before you put residential property on the market – watch this video.
3:49
Across the Board Video Series
Buying a Home? 5 Steps to Your Best Deal
This is your guide to finding and buying your next home.
4:04
Across the Board Video Series
6 Steps to a Better Credit Score
Increase your credit score, keep more money in your pocket
4:45
Across the Board Video Series
Ready to Rent a Home? 8 Steps to Your Best Deal
Here’s how to find and secure a rental you'll want.
3:24
Across the Board Video Series
What Difference Does a Credit Score Make?
It can pay to care about your credit score.
4:43
Across the Board Video Series
What Is a Taxable Event?
A review of frequently encountered taxes and tax optimization strategies.
5:52
Across the Board Video Series
How Are Trusts Taxed?
Learn how trusts are taxed – and how they can be used to maximize tax efficiency.
5:52
Across the Board Video Series
Filing Your First Tax Return
Tax filing doesn’t have to be overwhelming. Watch our step-by-step guide.
3:49
Across the Board Video Series
What Is a Traditional IRA?
Find out what a traditional IRA is, how it works, and why you might choose one.
