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

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.

How Can I Maximize My Insurance Benefits?

Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

Cash Management

How Does Inflation Affect Me?

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Retirement

How Can I Estimate My Future Social Security Benefits

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Tax Planning

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.