Articles
Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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
Living Trusts
Charitable Gifts
Benefits of A-B Trusts
Charitable Lead Trusts
Charitable Remainder Trusts
History of the Federal Estate Tax
Retirement
IRA Rollover
How Much Do I Need to Save?
Unforgettable Birthdays
Future of Social Security
Self-Employed Retirement Plans
Traditional IRAs
401(k) Plans
Roth IRAs
-
Tax Planning
Capital Gains Tax
Retirement Plan Limits
Tax-Advantaged Investments
Investing
Growth Stocks vs. Value Stocks
Diversification
Bonds
Mutual Funds vs. Stocks
College Savings Plans
College Investment Options
Dollar-Cost Averaging
529 Plans
Cash Management
Doubling Your Money
Biweekly Mortgages
Smart Financing Ideas
Effects of Inflation
-
Risk Management
Why Purchase Life Insurance
Life Insurance for Business Owners
Disability Income Insurance for Business Owners
Term Life Insurance
Whole Life Insurance
Universal Life Insurance
Variable Life Insurance
Maximizing Your Insurance Benefits
Assessing Disability Income Insurance
Long-Term-Care Costs
Types of Life Insurance
Contact Info
9887 4th Street N Suite 319
St. Petersburg, FL 33702
Map and Directions
Phone: 727-374-2990