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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.

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

Investing

529 Plans

Types of Bonds

Bond Ratings

Stock Indexes

Asset Classes

Asset Allocation

College Investment Options

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.

Living Trusts

Avoiding Probate

Charitable Giving

Controlling the Distribution

Paying Estate Taxes

Benefits of A-B Trusts

Charitable Lead Trusts

Family Limited Partnerships

Property Ownership

History of the Federal Estate Tax

Retirement

Retirement Plan Distributions

Traditional IRAs

Managing Retirement Plans

Planning Options

Social Security Income

Self-Employed Retirement Plans

Tax Planning

What Is Tax Deferral?

There can be a substantial benefit to deferring taxes as long as possible.

Tax-Free Investments