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Articles

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.

Cash Management

How Does Inflation Affect Me?

Historically, one of the best ways to fight the effects of inflation has been to utilize growth-oriented investments.

Investing

What Is an Annuity?

An annuity is a flexible financial vehicle that can help protect against the risk of living a long time because it provides an option for a lifetime income.

Retirement

Save Now or Save Later?

If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

Retirement

How Can I Estimate My Future Social Security Benefits?

The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

Retirement

What Are My Retirement Plan Distribution Options?

When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.

Retirement

Will Social Security Retire Before You Do?

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Risk Management

What Is Term Life Insurance?

Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

Risk Management

How Can I Insure My Future?

To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

Tax Planning

What Is a Required Minimum Distribution?

Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.

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