CALCULATORS
Access calculators designed to help you estimate answers to common financial questions.
VIEW CALCULATORSNewsletters
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Retirement Savings in a Volatile Market
Emotional reactions can be an enemy of sound investing. This article offers perspective and strategies that may help investors stay the course.
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Fraudsters and Scammers Pocket Nearly $6 Billion in 2021
This article discusses the most common and costly types of scams, and how would-be victims can spot them.
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Stretch IRA Alternatives
The 2019 SECURE Act effectively eliminated the stretch IRA. Explore three alternatives to help preserve wealth and pass it to beneficiaries.
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A 529 Plan Can Help Jump Start Your College Fund
Do you know how a 529 savings plan can be instrumental in building a college fund? Read this article to find out.
Calculators
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Loan Payoff
How much will it cost to pay off a loan over its lifetime?
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Life Expectancy
Knowing your likely life expectancy is an important factor in making long-term financial plans.
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.