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College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
Mortgage Refinancing
Determine whether you should consider refinancing your mortgage.
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A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
Confident in Consumer Confidence?
The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.
Measuring the Jobs Situation
Many people understand that a rising jobless rate is one of the hallmarks of a shrinking economy. But the national unemployment rate does not always reveal a complete picture of the jobs outlook.
Exchange-Traded Funds Can Be for Conservative Portfolios, Too
If you avoided ETFs because they were predominantly composed of stocks, the growing availability of bond ETFs might warrant a second look.
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