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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

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.

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• Small Business Owners

  Building a Team of Professionals for Independent Business Owners
  

  Retirement Planning

  10 Things You Need to Know about Income Annuities
  Charity Can Begin with the Gift of Life Insurance
  Generate Retirement Income more efficiently
  How Will You Cover Your Expenses in Retirement
  What is Guaranteed Lifetime Income?
  What To Do with Rollover Funds
  Don’t Rely Solely on ‘Uncle Sam’s’ Help During Retirement
  

• Life Insurance

  The Tax Advantages of Cash Value Life Insurance
  

  Estates & Trusts

  Estate Planning
  Family Limited Partnerships
  Property Ownership
  

  Retirement

  Self-Employed Retirement Plans
  Traditional IRAs
  401(k) Plans
  Roth IRAs
  

• Tax Planning

  Mutual Fund Profits
  

  Investing

  529 Plans
  

  Cash Management

  Cash Management Basics
  Managing Cash
  Smart Financing Ideas
  College Financial Aid
  

  Risk Management

  Maximizing Your Insurance Benefits
  Insuring Your Future
  

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