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

What Key Estate Planning Tools Should I Know About?

Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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.

Retirement

A New Chapter for Retirement

With the changing pension landscape, it is important to take charge of your own retirement security.

Tax Planning

How Can I Benefit from Tax-Advantaged Investments?

Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.
What Tax-Advantaged Alternatives Do I Have?

While stable, CDs can create an income tax bill. Fixed annuities and municipal bonds can offer tax advantages.

Investing

What Is Diversification?

An important element to successful investing is to manage investment risk while maintaining the potential for growth.
What Investment Risks Should I Know About?

Understanding different types of investment risk can help investors manage their money more effectively.

Cash Management

What Are Some Tips for Managing My Money?

A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
What Are Some Smart Ways to Refinance?

Here are some smart ways to refinance your home.

Risk Management

Am I Prepared for Long-Term Care Expenses?

The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
How Likely Am I to Need Long-Term Care?

If you were to suffer an illness or disability that required long-term nursing care, would you be covered?