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75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 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.

Estates & Trusts

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Retirement

Tax Planning

Investing

  • Bonds

    A bond is simply evidence of a debt from a government entity or a corporation and represents a long-term IOU.

  • Annuities
  • College Savings Plans

    There are several funding methods for a child's college education including mutual funds and Section 529 plans.

Cash Management

  • Reverse Mortgages

    There are techniques that can enable older homeowners to use their property to finance their lifestyle.

Risk Management

  • Business Owner Policies

    A biz owner policy is an insurance package that assembles the basic coverages required by a biz owner in one bundle.

  • Medicare Coverage

    Medicare is the federal health insurance program for those persons age 65 and over. But what does it cover?