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
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How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
Retirement
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How Much Do I Need to Save?
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
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What Is a 1035 Exchange?
A Section 1035 exchange is a tax-free exchange of an existing annuity contract or life insurance policy for a new one.
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Unforgettable Birthdays
There are key dates after you turn 59 that can impact your taxes, Medicare eligibility, and retirement benefits.
Investing
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What Are Dividends?
It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.
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Growth Stocks vs. Value Stocks
The labels growth and value reflect different approaches that can be used when making investment decisions.
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How Do Mutual Funds and Stocks Differ?
The difference between purchasing an individual stock versus shares in a mutual fund to potentially earn dividends.
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How Can I Save for My Child’s College Education?
There are several funding methods for a child's college education including mutual funds and Section 529 plans.