Articles

79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 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.

Estates & Trusts

  • Preserving My Estate

    Life insurance can be used to help preserve your estate’s value for your heirs.

Retirement

Tax Planning

Investing

  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

Cash Management

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.

Risk Management

  • Business Owner Policies

    A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.