Explore our educational materials, including our Across the Board video series and brief reference materials, to build or refresh your understanding of financial topics.
What are 529 Plans?
What are 529 Plans?
Learn about this popular, tax-efficient way to save for education.
4:55
Across the Board Video Series
Ways to Give: Donor-Advised Funds and Private Foundations
Two giving vehicles, two paths to maximize your charitable impact — which one fits your goals?
5:47
Across the Board Video Series
How to Save for Your Child's Education
Not sure where to start? We’ll walk you through four tax-savvy options.
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.
5:33
Across the Board Video Series
How Do You Make the Most of Your Money? Budget.
Watch this video to learn how you can create a budget in four steps.
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.
