79% of Americans agree they would benefit from having basic financial education and information.
Source: The 2018 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
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.
Long Term Care Insurance
Use of life insurance in creating a legacy
Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.
If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.
401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.
Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.