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.
Benefits of A-B Trusts
Gifting Strategies
Family Limited Partnerships
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 Whole Life Insurance?
Some of the pros and cons of whole life insurance.
What Is Universal Life Insurance?
Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.
Insurance Claims
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.