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Asset Allocation Profiler
Creates a simple profile of an investor and suggests an asset allocation.

401(k) Contribution
You want to save for retirement and take advantage of your employer's match in your 401(k) plan, but you aren't sure you can afford to. You may be surprised to see how contributing to your 401(k) will increase your income without taking a big bite out of your paycheck.

Found 18 Articles

Asset Allocation: A Sound Investment Strategy
Find out why asset allocation is an important determinant of meeting long-term goals.
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Evaluating Investment Risk
Because return is a function of risk, knowing the kinds of risk will help you assess your risk tolerance.
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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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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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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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How to Weather a Stock Market Correction
Investors concerned about a potential correction or bear market will find tips on constructing a diversified portfolio.
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Pay Yourself First -- and Regularly -- Through Dollar-Cost Averaging
This simple technique can help you build a healthy savings habit while putting market fluctuations to work for you.
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Planning for the Cost of Higher Education
College costs continue to rise, but through regular saving and investing for growth, you can help a child realize his or her goals.
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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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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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How to Choose a Mutual Fund
Choosing from thousands of mutual funds can be confusing. Here’s a guide.
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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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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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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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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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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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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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