Articles
Seventy-six percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2011 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.
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Small Business Owners
Building a Team of Professionals for Independent Business Owners
Key Employee Protection
Threat and Opportunities for Entrepreneurs
Retirement Planning
10 Things You Need to Know about Income Annuities
Charitable Gift Annuities
Charity Can Begin with the Gift of Life Insurance
Designing a Safer, Smarter Retirement Strategy
Don't count on Social Security Increases
Generate Retirement Income more efficiently
How Will You Cover Your Expenses in Retirement
Leaving a Legacy and Enjoy More Income
What is Guaranteed Lifetime Income?
What Life Expectancy Means to Retirement Planning
What To Do with Rollover Funds
Don’t Rely Solely on ‘Uncle Sam’s’ Help During Retirement
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Current Environment
Even During Tough Times Retirement Offers Peace of Mind
Protecting Assets During Challenging Business Times
Family Living
The Sandwich Generation: Caught Between Duty and Goals
Advanced Planning Library
Estate Planning for Single Individuals
Opportunity Knocks: Roth IRA Conversions Available to All
The Flexible ILIT: Drafting Escape Hatches
Life Insurance
How Life Insurance Can Protect Your Home
Life Insurance Can You Afford to Wait
Protecting the Stay at Home Spouse
Six Tips for First-Time Life Insurance Buyers
The Tax Advantages of Cash Value Life Insurance
When You Can't Pay Your Life Insurance Premium
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Estates & Trusts
Estate Planning
Living Trusts
Family Limited Partnerships
Property Ownership
Retirement
Self-Employed Retirement Plans
401(k) Plans
Roth IRAs
Cash Management
Cash Management Basics
Managing Cash
Smart Financing Ideas
College Financial Aid
Risk Management
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