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Top 10 Retirement Places in the U.S.
  1. Fort Collins-Loveland, CO
  2. Charleston Sea Islands, S.C.
  3. Henderson-Boulder City, NV
  4. CWickenburg, AZ
  5. St. George-Zion, UT
  6. Boca Raton, FL
  7. Scottsdale, AZ
  8. Tucson, AZ
  9. Prescott-Prescott Valley, AZ
  10. Fort Myers-Cape Coral, FL


Contact our financial experts today. We would be more than happy to answer all of your questions.


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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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States Licensed in Securities: Arizona, California, Colorado, Nevada. States Licensed in Insurance: California & Nevada
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