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.
Gifting Strategies
Risk Management
Why Purchase Life Insurance?
If you have a family who relies on your income, it is important to have life insurance protection.
What Is Universal Life Insurance?
Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.
How Can I Maximize My Insurance Benefits?
Several factors could undermine the financial security provided by the proceeds of your life insurance policy.
Tax Planning
What Is Tax Deferral?
There can be a substantial benefit to deferring taxes as long as possible.
What Tax Deductions Are Still Available to Me?
Changes to the tax code have left a few key deductions for itemizers, like medical, dental and some business expenses.
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.