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

Retirement

  • What Is a SEP IRA?

    A SEP IRA is a type of plan under which the employer contributes (up to a certain limit) to an employee’s IRA.

  • Why Do People Buy Annuities?

    Annuities, an insurance-based financial vehicle, can provide many benefits that retirement investors might want.

  • 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.

  • 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.

  • What Is a Self-Employed Retirement Plan?

    Tax-deferred retirement plans for self-employed individuals have higher contribution limits than IRAs.

  • What Is a 401(k) Plan?

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

  • What Is a Roth IRA?

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

Tax Planning

Investing

Cash Management

Risk Management