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Only 51% of workers or their spouses have tried to estimate the savings they would need to live comfortably in retirement. This article offers a simple worksheet to help calculate a savings target.
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Determine whether you should consider refinancing your mortgage.
Estimate the potential cost of waiting to purchase a long-term care insurance policy.
This Cash Flow Analysis form will help you weigh your income vs. your expenses.