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Articles

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

  • Avoiding Probate

    The probate process can be lengthy and complex. There are strategies you can use to help avoid the probate process.

  • Paying Estate Taxes

    If you believe your estate will be subject to estate taxes, consider how your heirs will pay the bill.

Retirement

Tax Planning

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

Cash Management

  • Managing Cash

    There are numerous investment alternatives available to help provide liquidity.

Risk Management

  • Term Life Insurance

    Term life insurance differs from permanent forms of life insurance in that it offers temporary protection.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck