Articles
Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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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
Charitable Gifts
Controlling the Distribution
Paying Estate Taxes
Benefits of A-B Trusts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Property Ownership
History of the Federal Estate Tax
Retirement
How Much Do I Need to Save?
A New Chapter for Retirement
SEP IRAs
SIMPLE IRAs
Stretch IRAs
IRA Rollover
Roth 401(k)
Profit-Sharing Plans
Money Purchase Pension Plans
403(b) Plans
Split-Annuity Strategy
Annuity Living Benefits
1035 Exchanges
Planning Options
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Equity-Indexed Annuities
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Managing Retirement Plans
Save Now or Save Later
Roth IRAs
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Tax Planning
Tax Deferral
Tax-Advantaged Investments
Tax Deductions
Tax Strategies for Retirement Plans
Tax-Free Investments
Investing
Dividends
Exchange-Traded Funds
Growth Stocks vs. Value Stocks
Mutual Fund Taxes
Stock
Zero-Coupon Bonds
Diversification
Types of Bonds
Bonds
Bond Ratings
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Closed-End Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Asset Classes
Asset Allocation
College Savings Plans
College Investment Options
Dollar-Cost Averaging
529 Plans
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Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Money Market Funds
Managing Cash
Smart Financing Ideas
College Financial Aid
Savings Alternatives
Effects of Inflation
Risk Management
Why Purchase Life Insurance
Business Owner Policies
Life Insurance for Business Owners
Split-Dollar Life Insurance
Last-Survivor Life Insurance
Disability Income Insurance for Business Owners
Types of Life Insurance
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Auto Insurance
Insurance Claims
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Evaluating Insurance Companies
Long-Term-Care Costs
Medicare Coverage
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