Articles
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
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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
Estate Planning
Living Trusts
Avoiding Probate
Charitable Gifts
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Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
Retirement
IRA Rollover
Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
How Much Do I Need to Save?
A New Chapter for Retirement
1035 Exchanges
Unforgettable Birthdays
Your Business and Retirement
Future of Social Security
Social Security Income
Equity-Indexed Annuities
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 Deductions
Investing
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Types of Bonds
Bonds
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Stock Indexes
Annuities
Cash Management
Cash Management Basics
Cash Management Tools
Managing Cash
Smart Financing Ideas
College Financial Aid
Effects of Inflation
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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
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
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Insurance Claims
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
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HMOs and PPOs
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
Types of Life Insurance
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