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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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A Simple Way to Help Your Family
A letter of instructions, while not a legal document, can help your family cope during a difficult period by providing information that has no place in a will.
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.
Working for Social Security
There's nothing wrong with wanting to work in retirement, but if you decide to earn some extra income, make sure you understand how it will affect your Social Security benefits.
Save the Date
There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.
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