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 403(b) Plan?

    A 403(b) plan is a tax-deferred retirement savings plan that can only be offered by a 501(c)(3) tax-exempt entity.

  • Unforgettable Birthdays

    There are key dates after you turn 59 that can impact your taxes, Medicare eligibility, and retirement benefits.

  • 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.

  • Save Now or Save Later?

    If you start saving for retirement sooner, the more money you are likely to accumulate and possibly retire sooner.

  • 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

  • What Are Dividends?

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

  • Growth Stocks vs. Value Stocks

    The labels “growth” and “value” reflect different approaches that can be used when making investment decisions.

  • What Is Asset Allocation?

    Asset allocation is a method used to help manage investment risk; it does not guarantee a profit or protect against investment loss.

Cash Management

Risk Management