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79% of Americans agree they would benefit from having basic financial education and information.

Source: The 2018 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.

Scammers Are Getting Smarter in 2022: 5 Ways to Spot Them Online, Over the Phone and In Person

As people grow to recognize scams, scammers grow more sophisticated. Here are 5 tell-tale signs that you may be dealing with a scam.

Top Healthcare Costs in Retirement

November 23, 2021 estates and trusts tax planning cash management investing retirement

When planning your retirement income, you should include healthcare costs. Here are some of the top healthcare costs in retirement to consider.

November Is National Family Caregiver Month: What Do Caregivers Need to Know About Retiring Early?

November 23, 2021 estates and trusts retirement

Retiring early to become a full-time caregiver is a huge life milestone and requires careful planning. Read more here.

2022 Contribution Limits

November 23, 2021 tax planning cash management investing

Preparing for retirement just got a little more financial wiggle room. The Internal Revenue Service (I.R.S.) announced new contribution limits for 2022. A look at the new limits.

A Guide to 401(k) In-Service Withdrawals for Employees

October 19, 2021 tax planning cash management investing retirement

Did you know you could begin taking withdrawals while still working? If this is something you're considering, here's what to know right now.

The Social Security Administration Announces 2022 COLA

October 19, 2021 tax planning cash management retirement

The Social Security Administration (SSA) officially announced that Social Security recipients will receive a 5.9 percent cost-of-living adjustment (COLA) for 2022.