Risk Tolerance
This calculator is designed to help you clarify your comfort level with investment risk.

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.

Taxable Equivalent Yield
Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators>>>

Bring Your Life Insurance Home From Work
Only 44% of American households have individual life insurance, a 50-year low. Many workers have life insurance as an employee benefit, however relying on a group policy could mean that coverage ends should a worker's job situation change. This article examines the benefits of term individual insurance and permanent life insurance.

HOT TOPIC: European News Causes Market Mood Swings
In recent weeks, the yields on Italian bonds spiked to more than 7%, suggesting the sovereign debt crisis was spreading to a much larger economy and eluding the European Union’s efforts to contain it. The U.S. stock and bond markets have responded to the headlines coming out of Europe. This article explores the role of political risk in U.S. financial market volatility.

Retirement Plans for Small Businesses
With standard 401(k) plans, the amount a company's owners can contribute to their own retirement account is often restricted by how much other employees contribute to the plan. With the safe harbor option, owners may be able to make larger contributions for themselves in exchange for making tax-deductible contributions or "matches" for employees.

New Opportunity Under the Federal Gift Tax
The 2010 Tax Relief Act raised the lifetime gift-tax exclusion to $5 million. This means it could be a good time to make the most of tax-free gift transfers. If so, it's important to understand the annual and lifetime gift exemption limits, as well as which gifts might not be subject to them.

More Newsletters>>>