Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 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

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Tax Planning

  • Estate Tax

    Everything you own, whatever the form of ownership, is subject to federal, and possibly state, estate taxes.

Risk Management

  • Universal Life Insurance

    Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.