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.
Estates & Trusts
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How Can My Gift Benefit Me and the Charity?
To retain the tax advantages associated with charitable giving, your gift must be made to a qualified organization.
Retirement
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A New Chapter for Retirement
With the changing pension landscape, it is important to take charge of your own retirement security.
Tax Planning
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What Is a Required Minimum Distribution?
Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.
Investing
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What Is Diversification?
An important element to successful investing is to manage investment risk while maintaining the potential for growth.
Cash Management
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How Can I Better Manage My Short-Term Cash?
There are numerous investment alternatives available to help provide liquidity.
Risk Management
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Why Are Annuities Considered 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.
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What Is Term Life Insurance?
Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.