Articles
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
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What Are the Pitfalls of Probate?
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
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What Gifting Strategies Are Available to Me?
Compare the advantages and disadvantages of different gifting strategies available for planned giving.
Retirement
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How Much Do I Need to Save?
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
Tax Planning
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How Much Money Can I Put Into My IRA or Employer-Sponsored Retirement Plan?
IRAs and employer-sponsored retirement plans are subject to annual contribution limits set by the federal government.
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Is There Such a Thing as a Tax-Free Investment?
It's important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.
Investing
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How Are Growth and Value Stocks Different?
The labels growth and value reflect different approaches that can be used when making investment decisions.
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What Are the Different Classes of Assets?
There are five broad asset classes that you should take into consideration when constructing your investment portfolio.
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How Can I Save for My Child’s College Education?
There are several funding methods for a child's college education including mutual funds and Section 529 plans.
Cash Management
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What Cash Management Tools Are Available?
Short-term cash management instruments can help you establish a sound cash management program.
Risk Management
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Why Purchase Life Insurance?
If you have a family who relies on your income, it is important to have life insurance protection.
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How Can I Insure My Future?
To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.