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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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.
Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.
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Test Your College Funding Knowledge
If you want to help your children or grandchildren accumulate enough money to afford college, a good first step is to become familiar with 529 plans and the Coverdell Education Savings Account.
Pursuing Both Growth and Value
Maintaining a balance of growth and value investments may help investors add a new dimension of diversification to their portfolios.
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.
Confident in Consumer Confidence?
The consumer confidence index can be a useful tool, but it should play only a minor role in an investor’s overall outlook.
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