79% of Americans agree they would benefit from having basic financial education and information. Source: The 2018 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.
Life Insurance for Business Owners
Business Owner Policies
Why Purchase Life Insurance
If you have a family who relies on your income, it is important to have life insurance protection.
Disability Income Insurance for Business Owners
Types of Health Coverage
HMOs and PPOs
Long-Term Care Costs
Cash Management Basics
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
College Financial Aid
Effects of Inflation
Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.
Estates & Trusts
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.