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
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
Eliminating the Estate Tax
Retirement
Planning Options
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Equity-Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Later
Roth IRAs
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Tax Planning
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Mutual Fund Profits
Tax-Free Insurance Upgrades
Investing
Diversification
Types of Bonds
Bonds
Bond Ratings
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Investment Risks
Asset Classes
Asset Allocation
College Investment Options
Managed Investments
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Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Managing Cash
Smart Financing Ideas
College Financial Aid
Savings Alternatives
Effects of Inflation
Risk Management
Term Life Insurance
Variable Life Insurance
Maximizing Insurance Benefits
Insuring Your Future
Assessing Disability Insurance
Types of Health Care
HMOs and PPOs
Evaluating Insurance Companies
Long-Term-Care Costs
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