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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.
Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.
Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.
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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.
Making Moves to the Money Market
Money market funds are mutual funds that invest solely in cash-equivalent assets that are categorized as low-risk, low-return investments.
HOT TOPIC: Does the Estate Tax Have a Future?
For the first time since 1915, the federal government has no law in place to tax large estates when they are transferred to heirs. But will Congress allow the estate tax repeal to stand?
Fixed Annuities May Offer Stability
A source of guaranteed income may help remove some of the uncertainty associated with retiring when the financial markets are fluctuating.
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