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Time Value
Calculate the value of compound returns for different time periods and rates of return to understand the value of long-term savings.

Find the Money to Invest
Where can you find the money to put away? This calculator will show the powerful benefits of making small changes in your spending habits.

Found 19 Articles

How to Read a Mutual Fund Prospectus
This article provides an overview of the key elements contained in a mutual fund prospectus.
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Using a Rollover IRA to Consolidate Multiple Retirement Assets
Find out the potential benefits of creating a rollover IRA to consolidate multiple employer-sponsored retirement plans.
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Now That You're Retired, Maximize Your Retirement Income
You will find tips on investing to get the most income out of your investments.
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Planning the Withdrawal of Your Retirement Assets
This article offers suggestions for an efficient withdrawal strategy in retirement.
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Divorce and Your Finances
Keeping an eye on your financial health during a divorce is essential. This article outlines some important topics to consider on how divorce may affect your finances.
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Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.
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How Many Funds Do You Need?
Randomly selecting funds can work against your portfolio's potential. This article outlines a framework for deciding how many funds you really need for your portfolio to be truly diversified.
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Protect Your Assets With a Trust
Trusts can help ensure that your assets are put to work according to your wishes. They can also help reduce estate taxes.
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Company Size -- Why Market Capitalization Matters
This article explains market capitalization and the potential diversification benefits of wearing several market caps.
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Rebalancing to Keep Your Portfolio on Track
This article looks at how drift can affect a portfolio and considers different rebalancing strategies.
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Target-Date Funds: Simplifying Your Asset Allocation Strategy
This article explains how target-date funds work and the role they can play in helping readers pursue important financial goals.
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Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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Mutual Fund Investment Styles
Learn about the strategy of including different investment styles in a portfolio to improve potential diversification benefits.
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Investing Through Life's Stages
How you allocate your investment portfolio among different types of investments will depend on your goals and time frame. Take a look at how these might change over time.
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International Stock Investing
A look at the potential risks and benefits of international investing for long-term growth and diversification.
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Retiring? Take Control of Your Assets
When retirement’s on the horizon, there are many financial issues covered here that you'll want to consider.
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Buying Life Insurance: What Kind and How Much?
This article introduces different types of insurance products and the role that they can play in a personal financial plan.
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Retirement Account Distributions After Age 72
Minimum distributions from qualified retirement plans and IRAs are required to begin after age 72. This article examines the options as well as the rules for required minimum distributions.
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Understanding Bonds and Their Risks
What are bonds? This report explains the many different types of bond investments available, their risks, and the tax consequences of investing.
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