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Found 2 Calculators

Projected Retirement Expense
Calculates expected retirement expenses based on inflation rates in individual categories.

Projected Retirement Income
Calculates the amount of income you can expect during retirement.

Found 29 Articles

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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Estate Planning Checklist
Is your estate plan up to date? Use this checklist to pinpoint potential shortcomings.
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Naming Beneficiaries of Insurance Policies and Retirement Plans
Naming the wrong beneficiary can mean your wishes won’t be carried out. This report explains how to make sure you’ve selected appropriate beneficiaries.
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What You Need to Know About Your Will
Everyone needs a will. This report describes different types of wills and some things to consider when you have yours drafted.
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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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The Phases of Retirement: Updating Your Finances for Your Changing Lifestyle
As people live longer and healthier lives, retirement income and distribution strategies require a flexible approach that provide for changing needs over time.
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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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Will Your Money Last? Risks to Retirement Income
To be viable, a retirement income strategy needs to account for the effects of longevity, inflation, health care expenses, and the uncertain future of Social Security.
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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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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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Social Security and You: What Does the Future Hold?
A look at Social Security and tips on when and how to apply for benefits.
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How to Determine Your Annual Withdrawal Rate
Find out why setting an annual withdrawal rate is an important decision in retirement income planning.
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Your Retirement Checklist
Whether you’re just starting to invest or you’re well into your working years, this checklist can help prepare you for this important financial goal.
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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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Frequently Asked Retirement Income Questions
A scannable list of frequently asked questions about retirement income planning with plain-English answers.
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Redefining Retirement in the 21st Century
The traditional approach to planning for retirement may well be already obsolete. This article explains the parameters of the "new retirement."
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How to Dig Yourself Out of Debt and Save at the Same Time
This article will show you how to start paying down debt, build emergency cash reserves, and still set aside money for investing.
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Put Savings (and Yourself) First with a Budget
Personal savings are essential to ensure a comfortable future. Learn how to track monthly expenses with a budget and potentially free up cash for saving.
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Tips for Managing Debt and Credit
Avoiding credit card overload increases your opportunities to save and invest for important goals.
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How Much Do You Need to Retire?
Uncertainty over the future of Social Security, longer life expectancy, and inflation all factor into how much you'll need to save for a comfortable retirement.
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Starting Out: Begin Funding for Your Financial Security
This financial planning overview for those just entering the workforce offers tips on saving, budgeting, insurance, and paying off student loans.
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Market Volatility and Your Retirement: Can Timing Alter Your Plans?
What would happen to your retirement nest egg if you retired just as a bear market hit?
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Financing the American Dream: Mortgage Basics
Adjustable or floating rate? 15-year or 30? How much mortgage can you afford? Find out here.
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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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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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Section 529 Plans: Saving for Education
This article explores the pros and cons of 529 plans and contrasts them with other available education savings options.
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Buying Your First Home
Finding the right first home starts with a price range and a short list of desirable neighborhoods. But you may need to consider many other factors before investing in what may be your biggest asset.
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The Roth Individual Retirement Account
The Roth IRA offers retirement investors potentially tax-free retirement distributions. This article explains many features of the Roth IRA.
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Federal and State College Financial Aid Programs
This article describes sources of college aid available through federal and state programs.
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