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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Impact of Inflation
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
College Funding
Use this calculator to estimate the cost of your child’s education, based on the variables you input.
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The Problem with Investment Gains
Believe it or not, a significant investment gain, especially one from an unexpected source, can pose a risk to your progress toward long-term goals if it's not handled properly.
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.
Investor Emotions and Where to Find Them
Anyone who has watched the stock market for any length of time knows it is subject to two key investor emotions: greed and fear.
Going Global
International funds enable investors to diversify not only across industry sectors but national borders as well. Despite this benefit, international mutual funds come with additional risks that should be considered carefully.
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