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.
Estates & Trusts
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What Key Estate Planning Tools Should I Know About?
Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.
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How Can a Living Trust Help Me Control My Estate?
A living trust can help control the distribution of your estate upon death.
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What Are the Pitfalls of Probate?
The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.
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How Can I Control the Distribution of My Estate?
If you haven't taken steps already, consider planning now for the distribution of the assets of your estate.
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How Will I Pay Estate Taxes?
If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.
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Can I Benefit from an A-B Trust?
An A-B trust can be an effective way to help reduce estate taxes and preserve family assets for heirs.
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What Gifting Strategies Are Available to Me?
Compare the advantages and disadvantages of different gifting strategies available for planned giving.
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How Can I Benefit from a Wealth Replacement Trust?
A wealth replacement trust could be used to gift appreciated assets to a charity as well as provide for heirs.
Retirement
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How Much Do I Need to Save?
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
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Should You Bank Your Retirement on Your Business?
Allocating too much of your retirement investments to one company, even your own, can be a risky proposition.
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Save Now or Save Later?
If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.