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.
Risk Management
Split-Dollar Life Insurance
Life Insurance for Business Owners
Business Owner Policies
Property and Casualty Insurance
Disability Income Insurance for Business Owners
Why Purchase Life Insurance?
If you have a family who relies on your income, it is important to have life insurance protection.
Insurance Claims
Assessing Disability Income Insurance
HMOs and PPOs
Medicare Coverage
Tax Planning
Tax Strategies for Retirement Plans
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.
Avoiding Probate
Charitable Giving
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
Cash Management
What Are Some Tips for Managing My Money?
A sound cash management program uses a disciplined approach: accounting, analysis, allocation, and adjustment.
College Financial Aid
How Does Inflation Affect Me?
Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.