Articles

79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 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

  • Charitable Lead Trusts

    Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

  • Charitable Remainder Trusts

    A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

Retirement

  • Future of Social Security

    Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Tax Planning

  • Tax-Free Investments

    It’s important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

Cash Management

  • Doubling Your Money

    Before making investment decisions, it is helpful to determine the real rate of return on the investment.