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Top 10 Retirement Places in the U.S.

Fort Collins-Loveland, CO
Charleston Sea Islands, S.C.
Henderson-Boulder City, NV
CWickenburg, AZ
St. George-Zion, UT
Boca Raton, FL
Scottsdale, AZ
Tucson, AZ
Prescott-Prescott Valley, AZ
Fort Myers-Cape Coral, FL

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In a recent study, investors valued education over lower tax bills and high investment returns.

Personal Financial Advice Series, DALBAR, INC. 2001

Articles/Research
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 Avoiding Probate Charitable Gifts Preserving Your Estate Controlling the Distribution Paying Estate Taxes Benefits of A-B Trusts Gifting Strategies Charitable Lead Trusts Charitable Remainder Trusts Wealth Replacement Trusts Family Limited Partnerships Property Ownership Eliminating the Estate Tax	Retirement Planning Options Future of Social Security Social Security Income Keogh Plans SEP Plans Fixed or Variable Annuity? Equity Indexed Annuities Retirement Plan Distributions Traditional IRAS 401(k) Plans Managing Retirement Plans Saving Now vs. Later Roth IRA Benefits New Distribution Rules
Risk Management Term Life Insurance: Whole Life Insurance Universal Life Insurance Variable Life Insurance Auto Insurance Insurance Claims Maximizing Insurance Benefits Insuring Your Future Protecting Your Home Assessing Disability Insurance Types of Health Care Additional Liability Coverage HMOs and PPOs Evaluating Insurance Companies Long-Term-Care Costs Medicare Coverage Long-Term-Care Needs	Investing Diversification Tracking Bonds Bond Market Series EE Bonds Market Indicators Mutual Funds vs. Stocks Investing In Mutual Funds Types of Mutual Funds Load vs. No-Load Funds Annuities Variable Annuities Investment Risks Asset Classes Asset Allocation College Savings Plans College Investment Options Managed Investments Dollar Cost Averaging 529 Plans
Cash Management Cash Management Basics Doubling Your Money Cash Management Tools Money Market Funds Managing Cash Biweekly Mortgages Reverse Mortgages Smart Financing Ideas College Financial Aid Savings Alternatives Effects of Inflation Home Equity Loans	Tax Planning Tax-Deferred Income Tax-Advantaged Investments Finding Tax Deductions Tax-Advantaged Alternatives Tax-Efficient Strategies Tax-Exempt Income Mutual Fund Profits Exchanging Insurance Policies

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