Articles

75% of Americans agree they would benefit from having basic financial education and information.

Source: The 2016 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.

Estates & Trusts

Retirement

  • Social Security Income

    The Social Security Administration’s retirement estimator gives estimates of your future benefits based on your actual Social Security earnings record.

  • Managing Retirement Plans

    Employer-sponsored retirement plans are more important than ever, but managing the assets can be confusing.

Tax Planning

  • Tax Deferral

    There can be a substantial benefit to deferring taxes as long as possible.

  • Tax-Advantaged Investments

    Many traditional tax-advantaged investment strategies have gone away, but there are still some alternatives.

Investing

  • Diversification

    An important element to successful investing is to manage investment risk while maintaining the potential for growth.

  • Fixed vs. Variable Annuities

    Both fixed and variable annuities could be appropriate options for an individual interested in purchasing an annuity.

  • College Investment Options

    Starting to invest early for college and remaining consistent can help investors reach their goals.

Cash Management

Risk Management

  • Maximizing Your Insurance Benefits

    Several factors could undermine the financial security provided by the proceeds of your life insurance policy.

  • Insuring Your Future

    To help you choose insurance wisely, determine how much coverage and what kind of policy is best for your situation.

  • Long-Term Care Costs

    The odds of needing long-term care increase as you age. Prior planning can help protect you from financial ruin.

 

Securities and investment advisory services are offered through qualified registered representatives of MML Investors Services, LLC, Member SIPC. Professional Services of America, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.

Online Privacy Policy | Legal Notices

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck