Articles
Eighty percent of Americans agree they would benefit from having basic financial education and information.1
1 The 2009 Consumer Financial Literacy Survey, Harris Interactive, Inc., 2009
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.
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Estates & Trusts
Charitable Gifts
Gifting Strategies
Charitable Lead Trusts
Charitable Remainder Trusts
Wealth Replacement Trusts
Retirement
Roth 401(k)
Why Purchase Annuities
Annuity Living Benefits
Unforgettable Birthdays
Your Business and Retirement
Social Security Income
Retirement Plan Distributions
Save Now or Save Later
Roth IRAs
Tax Planning
Capital Gains Tax
Estate Tax
Gift Tax
Retirement Plan Limits
Required Minimum Distributions
Charitable Trust Tax Benefits
Retirement Plan Taxes
Withdrawing Before Age 59.5
Tax-Advantaged Investments
Tax-Advantaged Alternatives
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Investing
Growth Stocks vs. Value Stocks
Diversification
Types of Bonds
Mutual Funds vs. Stocks
Annuities
Asset Classes
Asset Allocation
Dollar-Cost Averaging
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Cash Management
Cash Management Basics
Doubling Your Money
Cash Management Tools
Smart Financing Ideas
Effects of Inflation
Risk Management
Life Insurance for Business Owners
Term Life Insurance
Maximizing Your Insurance Benefits
Insuring Your Future
Assessing Disability Income Insurance
Additional Liability Coverage
Evaluating Insurance Companies
Types of Life Insurance
Contact Info
Centinel Financial Group, LLC
160 Gould Street, Suite 212
Needham Heights, MA 02494
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Phone: 781.446.5031
Fax: 781.446.5050