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.
Risk Management
What Is Term Life Insurance?
Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.
What Is Whole Life Insurance?
Some of the pros and cons of whole life insurance.
What Is Universal Life Insurance?
Consider a universal life insurance policy if you want the flexibility to change your premium or death benefit.
How Can I Maximize My Insurance Benefits?
Several factors could undermine the financial security provided by the proceeds of your life insurance policy.
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.
Estates & Trusts
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.
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.
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.