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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.

Estates & Trusts

  • Charitable Giving

    To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.

Retirement

Tax Planning

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Cash Management

  • Managing Cash

    There are numerous investment alternatives available to help provide liquidity.

Risk Management

  • Annuities as an Insurance Product

    An annuity is a contract between you and an insurance company to pay you future income in exchange for premiums you pay.

  • Term Life Insurance

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