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

Retirement

  • 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.

  • 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.

  • Unforgettable Birthdays

    There are key dates after you turn 59 that can impact your taxes, Medicare eligibility, and retirement benefits.

  • What Are My Retirement Planning Options?

    There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

  • Social Security Income

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

Investing