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.

How Can a Living Trust Help Me Control My Estate?

A living trust can help control the distribution of your estate upon death.

Retirement

How Can I Estimate My Future Social Security Benefits

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Risk Management

Why Purchase Life Insurance?

If you have a family who relies on your income, it is important to have life insurance protection.

Tax Planning

What Is The Most Tax-Efficient Way to Take a Distribution from a Retirement Plan?

Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.