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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.
Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.
Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Beat the Big Three What Ifs
Taxes, inflation, and medical costs — among other factors — could have an unanticipated effect on your retirement. There may be little you can do to combat them once you are no longer working.
Retirement Is No Reason for a Portfolio to Stop Working
New research has revealed that nearly 90% of retirement income results from investment returns that are generated after the funds are socked away. This highlights the need to remain diligent when it comes to managing and monitoring investments during the retirement years.
Variables You Can Count On
One way to pursue gains in the stock market while also limiting downside risks is through the use of living benefit guarantees that are offered with some variable annuities (for an additional cost).
HOT TOPIC: Government Intervenes in Credit Crisis
September was an unsettling month for the financial markets that Americans may not soon forget. Here's a look at what happened.
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