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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
Family Limited Partnerships
Property Ownership
History of the Federal Estate Tax
Retirement
Future of Social Security
Social Security Income
Self-Employed Retirement Plans
Retirement Plan Distributions
Traditional IRAs
401(k) Plans
Save Now or Save Later
Roth IRAs
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Tax Planning
Tax-Advantaged Investments
Tax Deductions
Tax-Advantaged Alternatives
Tax Strategies for Retirement Plans
Tax-Free Investments
Mutual Fund Profits
Tax-Free Insurance Upgrades
Investing
Diversification
Types of Bonds
Bonds
Stock Indexes
Mutual Funds vs. Stocks
Mutual Funds
Mutual Fund Loads
Annuities
Fixed vs. Variable Annuities
Investment Risks
Stock and Bond Alternatives
Dollar-Cost Averaging
Cash Management
Cash Management Basics
Doubling Your Money
Money Market Funds
Managing Cash
Biweekly Mortgages
College Financial Aid
Effects of Inflation
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Risk Management
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Auto Insurance
Insurance Claims
Maximizing Your Insurance Benefits
Insuring Your Future
Protecting Your Home
Assessing Disability Income Insurance
Types of Health Coverage
Additional Liability Coverage
HMOs and PPOs
Long-Term-Care Costs
Medicare Coverage
Contact Info