Articles
Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
Retirement
Planning Options
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs
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Tax Planning
Tax Deferral
Tax Deductions
Tax Strategies for Retirement Plans
Mutual Fund Profits
Tax-Free Insurance Upgrades
Investing
Diversification
Stock Indexes
Mutual Funds
Closed-End Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
Stock and Bond Alternatives
529 Plans
Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Managing Cash
Biweekly Mortgages
Smart Financing Ideas
College Financial Aid
Savings Alternatives
Home Equity Loans
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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
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Assessing Disability Income Insurance
Types of Health Coverage
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
Contact Info
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