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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

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.

  • Social Security Income

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

  • Retirement Plan Distributions

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

  • Save Now or Save Later?

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

Tax Planning

Investing

  • What Is Diversification?

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

  • 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.

  • What Are the Different Classes of Assets?

    There are five broad asset classes that you should take into consideration when constructing your investment portfolio.

  • What Is Dollar-Cost Averaging?

    Dollar-cost averaging involves investing a set amount of money on a regular basis, regardless of market conditions.

Cash Management

Risk Management

 

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