Articles

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.

• Small Business Owners

  Building a Team of Professionals for Independent Business Owners
  Threat and Opportunities for Entrepreneurs
  

  Retirement Planning

  10 Things You Need to Know about Income Annuities
  Designing a Safer, Smarter Retirement Strategy
  Don't count on Social Security Increases
  Generate Retirement Income more efficiently
  Leaving a Legacy and Enjoy More Income
  What Life Expectancy Means to Retirement Planning
  What To Do with Rollover Funds
  

• Current Environment

  Even During Tough Times Retirement Offers Peace of Mind
  Protecting Assets During Challenging Business Times
  

  Life Insurance

  Life Insurance Can You Afford to Wait
  Six Tips for First-Time Life Insurance Buyers
  The Tax Advantages of Cash Value Life Insurance
  

  Estates & Trusts

  Estate Planning
  Living Trusts
  Property Ownership
  

• Retirement

  Self-Employed Retirement Plans
  401(k) Plans
  Roth IRAs
  

  Cash Management

  Cash Management Basics
  Managing Cash
  Smart Financing Ideas
  

  Risk Management

  Maximizing Your Insurance Benefits
  Insuring Your Future