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.

Tax Planning

  • Estate Tax

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

  • Tax-Advantaged Investments

    Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Investing

  • 529 Plans

    529 plans are tax-advantaged college savings plans that generally allow people of any income level to contribute.

Risk Management