Planning tools and resources to help you save and invest

Estimate how much you need to save now in order to help cover your child’s future college expenses.

Find out how much money you may need in retirement and whether your current savings strategy could help you meet your goal.

Compare the advantages of making before-tax vs. after-tax contributions to an employer plan.

See how making consistent investments over a number of years can be an effective investment strategy to accumulate wealth.

Estimate both the year-to-year and total impact of taxes and inflation on the value of your investments.

Compare the effects of taxes and penalties when taking a retirement plan distribution vs. allowing it to grow tax-deferred when you leave your employer.

When you invest isn't as important as how long you stay invested.

Interest rates may work for you or against you. Learn how they can impact your finances.

Chasing the latest trend can lead to disappointing results. Invest strategically and tune out the headlines.

The most common assets available to investors, stocks and bonds, tend to have an inverse relationship. So owning both can be a good idea.

If you don’t put all your eggs in one basket, you could reduce the chance of everything falling apart.

Make your money work for you and learn how growth can accelerate over time.

Learn how mutual funds work and how to make the most of them.

Determine what types of funds can help you meet your investment objectives.

Learn how a program of regular investing can help you weather market declines.

One of the first steps to investing wisely is to clearly define your investment goals.

The right financial professional can be an empowering partner. It’s all a matter of finding someone who’s right for you.

A financial professional can help you better understand your finances and make plans for the future.

A change in your life can shift your perspective and priorities. Find trusted partners to help guide you through it.

Retirement is probably the most significant investment challenge you will face. Learn how much you may need over the long term.

If you got a late start or have fallen behind on your retirement savings, consider these options.

Decide what to do with a retirement account you had with a former employer.

Plan for the inevitable ups and downs of the market and invest in a way that can help you ride them out.

Diversification can be an important part of investing. Although it doesn't eliminate risk, learn how keeping a variety of investments can help reduce the chance of things falling apart.

Sticking to your strategy may be the secret to success. These tips can help you make a long-term commitment to investing.