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
Paying Estate Taxes
Retirement
SEP IRAs
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Stretch IRAs
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Why Purchase Annuities
Split-Annuity Strategy
Annuity Living Benefits
How Much Do I Need to Save?
1035 Exchanges
Your Business and Retirement
Planning Options
Social Security Income
Self-Employed Retirement Plans
Equity-Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
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Save Now or Save Later
Roth IRAs
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Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Required Minimum Distributions
Charitable Trust Tax Benefits
Tax Deferral
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Investing
Mutual Funds
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
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
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Auto Insurance
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
Types of Life Insurance
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