Articles
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.
Client Connections
Retirement
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How Much Do I Need to Save?
Many realize it’s important to save for retirement, but knowing exactly how much to save is another issue altogether.
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A New Chapter for Retirement
With the changing pension landscape, it is important to take charge of your own retirement security.
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Unforgettable Birthdays
There are key dates after you turn 59 that can impact your taxes, Medicare eligibility, and retirement benefits.
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Retirement Plan Distributions
When receiving money accumulated in your employer-sponsored retirement plan, you have two options: lump sum or annuity.
Tax Planning
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What Is a Required Minimum Distribution?
Required minimum distribution is the annual amount that must be withdrawn from a qualified retirement plan/account.
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What Is the Most Tax-Efficient Way to Take a Distribution From a Retirement Plan
Consider a trustee-to-trustee transfer to an IRA versus a lump-sum distribution from a workplace retirement plan.
Investing
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What Is a Mutual Fund?
A mutual fund is a collection of stocks, bonds, and other securities with certain benefits and risks.
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What Investment Risks Should I Know About?
Understanding different types of investment risk can help investors manage their money more effectively.