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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.

Cash Management

How Long Will It Take to Double My Money?

Before making investment decisions, it is helpful to determine the real rate of return on the investment.

Estates & Trusts

How Can I Benefit from a Charitable Remainder Trust?

A designated income beneficiary could receive payment of a specified amount from a charitable remainder trust.

Estates & Trusts

How Can I Benefit from a Charitable Lead Trust?

Charitable lead trusts are designed for people who would like to benefit a charity now rather than later.

Retirement

What Is a Traditional IRA?

If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

Retirement

What Is a 401(k) Plan?

401(k) employer-sponsored retirement plans have many benefits, including that the funds accumulate tax-deferred.

Retirement

What Is a Roth IRA?

Qualified Roth IRA distributions in retirement are free of federal income tax and aren’t included in gross income.

Retirement

Will Social Security Retire Before You Do?

Greater demand is being placed on the Social Security system as the baby boom generation has begun to retire.

Tax Planning

Is There Such a Thing as a Tax-Free Investment?

It's important to understand tax-exempt vehicles when establishing a comprehensive tax planning strategy.

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