Newsletters
-
What Happens to Your Time Horizon at Retirement?
When entering retirement, investment strategy typically shifts from a single, goal-based fixed time horizon to a multilayered, interrelated series of time periods.
-
How Savers and Spenders Can Meet in the Middle
Couples with opposite philosophies regarding saving and spending often have trouble finding common ground. This article offers tips on working out financial differences.
-
Foreign Stocks Outperformed in 2025
Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.
-
Beneficiary Designations: Who Gets the Money?
It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.
Calculators
-
Savings Accumulation
Estimate the future value of your current savings.
-
Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
-
Home Affordability
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
-
Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.