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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.

Investing

529 Lesson Plan: High Scores for 529 Plans

529 plans are tax-advantaged savings plans that generally allow people of any income level to contribute.

Cash Management

How Can I Better Manage My Short-Term Cash?

There are numerous investment alternatives available to help provide liquidity.

Retirement

Unforgettable Birthdays

There are key dates after you turn 59½ that can impact your taxes, Medicare eligibility, and retirement benefits.

Tax Planning

What Is the Tax History of the United States?

United States tax law is a constantly changing landscape. The latest major piece of tax legislation is the Tax Cuts and Jobs Act of 2017.

Cash Management

What About Financial Aid for College?

It's important to understand the options, such as financial aid grant programs, when having to pay for college.

Estates & Trusts

How Can I Build and Preserve My Estate?

Life insurance can be used to help preserve the value of your estate for your heirs.

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