Our most popular calculators and tools to help with your financial decisions
Compare investment management fees and see the long-term impact on your portfolio
Answer a few questions to determine if establishing a trust makes sense for your situation
Discover your risk profile and understand what it means for your investment strategy
Learn about and calculate the potential benefits of converting 529 plan funds to a Roth IRA
Compare different fee structures to see how they impact your investment returns
Calculate the tax implications of your restricted stock units (RSUs)
Educational guides to help you make informed financial decisions
Learn how gradual increases in spending as income rises can derail your financial goals and how to maintain healthy financial habits.
Understand the circumstances when life insurance may not be necessary and how to determine if it's the right financial product for your situation.
Review essential questions to ask when interviewing potential financial advisors to ensure they're the right fit for your financial needs.
Discover important retirement planning questions to discuss with your financial advisor to help secure your future financial well-being.
Explore how specialized financial advisors can help entrepreneurs balance personal finances with business growth and investment strategies.
Understand the potential drawbacks of Indexed Universal Life Insurance as an investment vehicle compared to other financial strategies.
Learn what questions to ask when seeking professional guidance for your business's financial strategy and growth planning.
Prepare financially for major life transitions with strategies for managing your finances through marriage, children, career changes, and more.
Follow this comprehensive checklist to establish and maintain a productive relationship with your financial advisor.
Learn the principles of asset allocation and how to determine the right mix of investments based on your goals, timeline, and risk tolerance.
Additional tools to help you plan for your financial future
Understand the true cost of borrowing from your retirement savings
Calculate Loan ImpactPlan your withdrawal strategy to make your savings last longer
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Compare IRA OptionsCalculate how long your retirement savings will last based on your withdrawal rate
See How Long It LastsUnderstand how financial advisors are compensated for selling annuity products
Review CompensationPlan your engagement ring purchase based on your financial situation
Find Your Ring BudgetEstimate potential tax implications of an inheritance based on your state and situation
Estimate Tax ImpactEstimate the value of your business using different valuation methodologies
Value Your BusinessDownloadable resources to help you navigate your financial planning journey
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