FINANCIAL WELLNESS LIBRARY

Thank you for visiting our library of financial wellness videos we’ve created just for you. We hope you find these to be a useful part of your financial journey and spur questions and actions on your part. For the best viewing experience, please double click on the video to maximize the display.

Please check this page often as we update it over time. If you have any questions, please feel free to reach out to us.

Our contact information is at the bottom of the page!

Long-Term Care Insurance

Why it may be important for you

Understand the value of long-term care insurance, if it makes sense for you, and the importance of long-term care planning.

Life Insurance

Is it right for me?

Learn about life insurance, why you might need it and the various policy types available.

Diversification

What does it mean for me?

Understand what diversification means, hear examples of diversification, and what to think about when building your diversified portfolio.

A Little Goes a Long Way

The power of compounding growth

Insights on how to start saving and the benefits of starting today!

Refinancing a Mortgage

When does it make sense for me?

Learn what refinancing means, receive answers to the most common questions and if and/or when refinancing makes sense to you.

Pre-Tax or Roth Contributions

Which is right for me?

Learn the difference between traditional vs. roth contributions and view examples to better understand an alignment that could work for you.

Importance of Beneficiary Designation

The value of reviewing and updating

Learn about the value of reviewing and updating your beneficiary designation along with tips on the process of updating a beneficiary

Target Date Funds

Are they right for me?

Learn what target date funds are, see an example of how a target date fund can work and if it is right for you.

Disability Insurance

Why it may be important for you

Learn what disability insurance is, how it works, policy options, and why it may be important for you

College Savings

The importance of saving

Higher education provides your children with lifelong advantages. This video explains the importance of getting started with a college savings strategy as soon as possible.

What is an HSA?

Is it right for you?

Opening an HSA can help you save money on health care expenses, especially if you're on a high-deductible health plan. Watch this video to find out what an HSA is, its unique benefits, and how we can help lower your health expenses.

FICO Scores and Managing Credit

How can I best manage this?

Your credit score is one of the most important numbers in your life. And it's important to know how to manage it. Watch this video to learn more.

The Power of a Trust

Is this right for me?

Protect and control your assets after your lifetime with trusts. Watch this video to learn how trusts can help carry out your wishes.

How to Reduce Debt

How to manage and minimize your debt

Debt, if not managed correctly, can be a disaster to your financial health. This video talks about how you can manage and minimize your debts.

How Do I Budget?

How to get started and developing a budget

Budgeting is the key to your child’s financial stability. This video will help guide and motivate your child to get started on developing a budget today.