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.

---

• Estates & Trusts

  Estate Planning
  Living Trusts
  Charitable Gifts
  Paying Estate Taxes
  Benefits of A-B Trusts
  Family Limited Partnerships
  

  Retirement

  Planning Options
  Future of Social Security
  401(k) Plans
  

• Tax Planning

  Tax Deductions
  

  Investing

  Mutual Funds
  Closed-End Funds
  Annuities
  Investment Risks
  Asset Allocation
  

  Cash Management

  Cash Management Basics
  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 Insurance for Business Owners
  Assessing Disability Insurance
  Long-Term-Care Costs