Articles
79% of Americans agree they would benefit from having basic financial education and information.
Source: The 2018 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.
Retirement
-
Retirement Plan Distributions
When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.
Tax Planning
-
Tax Strategies for Retirement Plans
Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.
Cash Management
-
Smart Financing Ideas
Here are some smart ways to refinance your home.
Risk Management
-
Term Life Insurance
Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.
-
Insuring Your Future
To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.
-
Additional Liability Coverage
Consider additional liability insurance to help protect you from the potentially devastating effects of liability lawsuits.
-
HMOs and PPOs
Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?
-
Evaluating Insurance Companies
Using a financially sound insurance company is an important part of ensuring your family’s financial security.