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Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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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Estates & Trusts
Estate Planning
Living Trusts
Avoiding Probate
Charitable Gifts
History of the Federal Estate Tax
Retirement
403(b) Plans
Annuity Living Benefits
How Much Do I Need to Save?
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Planning Options
Future of Social Security
Self-Employed Retirement Plans
Equity-Indexed Annuities
Save Now or Save Later
Tax Planning
Retirement Plan Limits
Charitable Trust Tax Benefits
Withdrawing Before Age 59.5
Tax Deferral
Tax Deductions
Tax Strategies for Retirement Plans
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Investing
Exchange-Traded Funds
Annuities
Fixed vs. Variable Annuities
College Investment Options
Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Biweekly Mortgages
Reverse Mortgages
Smart Financing Ideas
College Financial Aid
Effects of Inflation
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Risk Management
Why Purchase Life Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Insurance Claims
Maximizing Your Insurance Benefits
Insuring Your Future
Assessing Disability Income Insurance
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
Types of Life Insurance
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