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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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HOT TOPIC: Celebrity Estate Planning Gone Wrong
Ever notice that celebrities seems to be experts at leaving their estates in chaos? Fortunately, their mistakes serve as useful reminders of why estate planning is so important.
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.
Protection for a Price
Variable annuities give contract holders the ability to purchase guarantees to help protect against downside risks.
HOT TOPIC: Sum of All Fears: Are Risk Aversion and Greed All in the Mind?
Do you change your investment strategy as the markets go up and down, or do you stay the course? As difficult as it may be, staying the course is usually the more advisable approach — but research shows that you may need to defy your brain to do it.
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