
Seventy-six percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2011 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.
Estate Planning
Living Trusts
Avoiding Probate
Paying Estate Taxes
Property Ownership
History of the Federal Estate Tax
IRA Rollover
Roth 401(k)
Profit-Sharing Plans
Annuity Living Benefits
How Much Do I Need to Save?
A New Chapter for Retirement
Planning Options
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax Strategies for Retirement Plans
Tax-Free Investments
Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Diversification
Types of Bonds
Bonds
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Savings Plans
Dollar-Cost Averaging
529 Plans
Cash Management Basics
Doubling Your Money
Cash Management Tools
Managing Cash
Biweekly Mortgages
Reverse Mortgages
Smart Financing Ideas
College Financial Aid
Effects of Inflation
Why Purchase Life Insurance
Life Insurance for Business Owners
Split-Dollar Life Insurance
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Insuring Your Future
Assessing Disability Income Insurance
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
Types of Life Insurance