Articles
Seventy-five percent 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.
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Retirement
What Is a SEP IRA?
What Is an IRA Rollover?
What Is a Roth 401(k)?
What Is a 403(b) Plan?
How Can I Estimate My Future Social Security Benefits?
What Is a Self-Employed Retirement Plan?
What Are My Retirement Plan Distribution Options?
What Is a 401(k) Plan?
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Investing
What Is Diversification?
How Do Mutual Funds and Stocks Differ?
What Is a Mutual Fund?
What Is a Closed-End Fund?
What Is a Mutual Fund Load?
What Is an Annuity?
What Is the Difference Between a Fixed Annuity and a Variable Annuity?
What Are the Different Classes of Assets?
529 Lesson Plan: High Scores for 529 Plans
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Risk Management
Why Are Annuities Considered an Insurance Product?
Do I Need a Business Owner Policy?
What Is Life Insurance for Business Owners?
What Is Split-Dollar Life Insurance?
What Is Last-Survivor Life Insurance?
What Is Disability Income Insurance for Business Owners?
What Is Term Life Insurance?
What Is Whole Life Insurance?
What Is Universal Life Insurance?
What Is Variable Life Insurance?
How Can I Maximize My Insurance Benefits?
How Can I Insure My Future?
Do I Need Disability Income Insurance?
How Can I Extend My Liability Coverage?
What Are the Basic Types of Life Insurance?
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