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.
Retirement
Tax Planning
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What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.
Cash Management
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What Are Some Smart Ways to Refinance?
Here are some smart ways to refinance your home.
Risk Management
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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.
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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.
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How Can I Extend My Liability Coverage?
Consider additional liability insurance to help protect you from the potentially devastating effects of liability lawsuits.
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What Is the Difference Between an HMO and a PPO?
Selecting health insurance is often one of the most important decisions you will make. Do you know the different types?
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Am I Prepared for Long-Term Care Expenses?
The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.
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What Does Medicare Cover?
Medicare is the federal health insurance program for those persons age 65 and over. But what does it cover?