Articles
Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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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.
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Estates & Trusts
Living Trusts
Charitable Gifts
Controlling the Distribution
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Retirement
How Much Do I Need to Save?
A New Chapter for Retirement
SIMPLE IRAs
Stretch IRAs
IRA Rollover
Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Planning Options
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
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Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax Deferral
Tax-Advantaged Investments
Tax-Advantaged Alternatives
Mutual Fund Profits
Investing
Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
Types of Bonds
Bonds
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Closed-End Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
Stock and Bond Alternatives
Dollar-Cost Averaging
529 Plans
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Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Managing Cash
Smart Financing Ideas
Savings Alternatives
Effects of Inflation
Risk Management
Why Purchase Life Insurance
Annuities as an Insurance Product
Property and Casualty Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Types of Life Insurance
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Insurance Claims
Maximizing Your Insurance Benefits
Insuring Your Future
Assessing Disability Income Insurance
Additional Liability Coverage
Evaluating Insurance Companies