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Articles

Seventy-six percent of Americans agree they would benefit from having basic financial education and information.^1
1 The 2011 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

Simply click on one of the general financial topics below and you'll find a selection of easy-to-understand information sheets about related financial concepts and strategies. This information is updated regularly to reflect the latest facts, figures, legislation, and economic trends.

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• Estates & Trusts

  Estate Planning
  Living Trusts
  Avoiding Probate
  Charitable Gifts
  Gifting Strategies
  Charitable Lead Trusts
  Charitable Remainder Trusts
  Property Ownership
  

  Retirement

  SIMPLE IRAs
  Stretch IRAs
  IRA Rollover
  Roth 401(k)
  Profit-Sharing Plans
  Money Purchase Pension Plans
  403(b) Plans
  Split-Annuity Strategy
  Annuity Living Benefits
  How Much Do I Need to Save?
  A New Chapter for Retirement
  1035 Exchanges
  Self-Employed Retirement Plans
  401(k) Plans
  Roth IRAs
  

• Tax Planning

  Tax Deferral
  Tax-Advantaged Investments
  Tax Deductions
  Tax Strategies for Retirement Plans
  Tax-Free Investments
  

  Investing

  Dividends
  Exchange-Traded Funds
  Growth Stocks vs. Value Stocks
  Mutual Fund Taxes
  Stock
  Zero-Coupon Bonds
  

• Cash Management

  Cash Management Basics
  Doubling Your Money
  Cash Management Tools
  Managing Cash
  Smart Financing Ideas
  College Financial Aid
  

  Risk Management

  Why Purchase Life Insurance
  Property and Casualty Insurance
  Business Owner Policies
  Life Insurance for Business Owners
  Split-Dollar Life Insurance
  Last-Survivor Life Insurance
  Disability Income Insurance for Business Owners
  Insuring Your Future
  Types of Life Insurance