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.
Split-Dollar Life Insurance
Why Purchase Life Insurance
If you have a family who relies on your income, it is important to have life insurance protection.
Business Owner Policies
Property and Casualty Insurance
Disability Income Insurance for Business Owners
Life Insurance for Business Owners
Last-Survivor Life Insurance
Term Life Insurance
Variable Life Insurance
Maximizing Your Insurance Benefits
Several factors could undermine the financial security provided by the proceeds of your life insurance policy.
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term Care Costs
Estates & Trusts
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
History of the Federal Estate Tax
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.