This calculator is designed to help you attach a dollar figure to your life’s work.
Roth IRA Conversion
This calculator can help you determine whether you should consider converting to a Roth IRA.
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Inflation Protection for Investment Dollars
Treasury Inflation-Protected Securities (TIPS) can help hedge a bond portfolio against a potential spike in inflation.
Insurance with Potential Cash Value
Universal life and variable universal life insurance have risks and potential benefits, including a death benefit with a tax-advantaged savings element.
Do You Need an Umbrella?
American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.
The Cost of Caregiving
About 40 million family caregivers in the U.S. provide unpaid care to another adult. Understand the associated financial, physical, and emotional costs.