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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

  • Estate Planning

    Wills and trusts allow you to spell out how you would like your property distributed, but they also go beyond that.

Retirement

  • IRA Rollover

    If you leave a job or retire, you should consider your options regarding your employer retirement plan assets.

  • Planning Options

    There are a variety of retirement planning options that could help meet your needs. Here are some of the most popular.

  • Self-Employed Retirement Plans

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

  • Traditional IRAs

    If you do not participate in an employer-sponsored retirement plan, you might consider a traditional IRA.

  • 401(k) Plans

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

  • Managing Retirement Plans

    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

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