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75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 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.

Estates & Trusts

  • Property Ownership

    Sole ownership, joint tenancy, tenancy in common, and community property have special benefits for property owners.

Retirement

  • IRA Rollover

    If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

  • Social Security Income
  • Roth IRAs

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

Investing

  • Dividends

    It is important to understand how dividends (taxable payments to shareholders) fit with your long-term goals.

  • Types of Bonds

    Bonds are issued by many entities and share many characteristics, each type of bond has certain benefits and risks.

Risk Management