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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.
Split-Dollar Life Insurance
Life Insurance for Business Owners
Business Owner Policies
Property and Casualty Insurance
Disability Income Insurance for Business Owners
Why Purchase Life Insurance?
If you have a family who relies on your income, it is important to have life insurance protection.
What Is a Bond Ladder?
A bond ladder is a strategy involving the purchase of bonds that have staggered maturity dates.
Last-Survivor Life Insurance
Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs
What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Living Trusts
Avoiding Probate
Charitable Giving
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
529 Plans
History of the Federal Estate Tax
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Auto Insurance
Insurance Claims
How Can I Maximize My Insurance Benefits?
Several factors could undermine the financial security provided by the proceeds of your life insurance policy.
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term Care Costs
Medicare Coverage
What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
How Long Will It Take to Double My Money?
Before making investment decisions, it is helpful to determine the real rate of return on the investment.
What Cash Management Tools Are Available?
Short-term cash management instruments can help you establish a sound cash management program.
College Financial Aid
How Does Inflation Affect Me?
Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.
Types of Bonds
Bonds
Bond Ratings
Stock Indexes
What Investment Risks Should I Know About?
Understanding different types of investment risk can help investors manage their money more effectively.
Asset Classes
Asset Allocation
College Investment Options
Dollar-Cost Averaging
What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.