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 and Trusts Tax Planning Cash Management
Estate Planning Capital Gains Tax Cash Management Basics
Living Trusts Estate Tax Doubling Your Money
Avoiding Probate Gift Tax Cash Management Tools
Charitable Gifts Retirement Plan Limits Money Market Funds
Controlling the Distribution Required Minimum Distributions Managing Cash
Paying Estate Taxes Charitable Trust Tax Benefits Biweekly Mortgages
Benefits of A-B Trusts Retirement Plan Taxes Reverse Mortgages
Gifting Strategies Withdrawing Before Age 59.5 Smart Financing Ideas
Charitable Lead Trusts Tax Deferral College Financial Aid
Charitable Remainder Trusts Tax-Advantaged Investments Savings Alternatives
Wealth Replacement Trusts Tax Deductions Effects of Inflation
Family Limited Partnerships Tax-Advantaged Alternatives Home Equity Loans
Property Ownership Tax Strategies for Retirement Plans Risk Management
History of Federal Estate Tax Tax-Free Investments Why Purchase Life Insurance
Retirement Mutual Fund Profits Annuities as an Insurance Product
SEP IRAs Tax-Free Insurance Upgrades Property and Casualty Insurance
SIMPLE IRAs Investing Business Owner Policies
Stretch IRAs Annuity Taxes Life Insurance for Business Owners
IRA Rollover Bond Ladders Split-Dollar Life Insurance
Roth 401k Common Stock vs. Preferred Stock Last-Survivor Life Insurance
Profit-Sharing Plans Dividends Disability Income Insurance for Business Owners
Money Purchase Pension Plans Exchange Traded Funds Term Life Insurance
403(b) Plans Growth Stocks vs. Value Stocks Whole Life Insurance
Why Purchase Annuities Mutual Stock Funds Universal Life Insurance
Split-Annuity Strategy Stock Variable Life Insurance
Annuity Living Benefits Zero-Coupon Bonds Auto Insurance
How Much Do I Need To Save? Diversification Insurance Claims
A New Chapter for Retirement Type of Bonds Insurance Claims
1035 Exchanges Bonds Maximizing Your Insurance Benefits
Unforgettable Birthdays Bond Ratings Insuring Your Future
Your Business and Retirement Stock Indexes Protecting Your Home
Planning Options Mutual Funds vs. Stocks Assessing Disability Income Insurance
Future of Social Security Mutual Funds Type of Health Coverage
Social Security Income Closed-End Funds Additional Liability Coverage
Self-Employed Retirement Plans Mutual Fund Loads HMOs and PPOs
Equity-Indexed Annuities Annuities Evaluating Insurance Companies
Retirement Plan Distributions Fixed vs. Variable Annuities Long-Term-Care Costs
Traditional IRAs Investment Risks Medicare Coverage
401(k) Plans Asset Classes Types of Life Insurance
Managing Retirement Plans Asset Allocation
Save Now or Save Later College Savings Plans
Roth IRAs College Investment Options
Stock and Bond Alternatives
Dollar-Cost Averaging
529 Plans