Articles
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
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Preserving My Estate
Life insurance can be used to help preserve your estate’s value for your heirs.
Retirement
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A New Chapter for Retirement
With the changing pension landscape, it is important to take charge of your own retirement security.
Tax Planning
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Tax Strategies for Retirement Plans
Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.
Investing
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College Savings Plans
There are several funding methods for a child's college education including mutual funds and Section 529 plans.
Cash Management
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Doubling Your Money
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
Risk Management
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Business Owner Policies
A business owner policy is an insurance package that assembles the basic coverages required by a business owner in one bundle.