If you use another browserA browser interprets web pages so you can see them. Learn more here. things might not work. For the best possible experience (with visualizations, animation, and other fun stuff), please download one of the browsers above.
(Press "Esc" to continue.)
Let us help you Build a Personalized Financial Plan
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
Life Annuities, like Social Security, send you a check each month as long as you live.
401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.
It changes what you own, what you owe, & your monthly expenses.
A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life. But there are things you...
Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.
Get a personal estimate in 6 minutes or less.
Retirees spend about 20% of their income on health care.
If life throws a monkey wrench into your plans
Know how you're taxed, how you might save, and how taxes change in retirement.
For greater peace of mind & more to spend or save.
You can have your cake, eat it, or do a bit of both.
Small changes can have a big impact.
A 9-minute checkup to see where you stand and get your finances squared away.
A relatively safe way to invest in stocks, bonds, or other investments.
There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.
If you don’t have a will, the court will distribute your property according to state laws.
Social Security provides a basic retirement income.
Get what you need, without out-living your savings.
You need to show lenders that you and your home are good investments.
Disability insurance can keep you afloat if you’re unable to work.
Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...
Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.
To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.
Retirement planner if you're approaching retirement.
Make a check list of the things you need to do. It's often not that long. Then knock things down one at a time.
It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.
The greatest challenge in retirement planning isn’t the math. It’s our DNA.
Know where your money goes, to spend smarter and live within your means.
Money in your pocket gets spent. So set up a system that moves it where it should go before it gets spent.
Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?
Your family depends on the paychecks the breadwinners bring home. So what would happen should a breadwinner die?
If trust and expertise is what you want, here's how to find a planner that fits the bill.
A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.
A simple quiz to help you know where to get the best return on your savings.
To protect yourself you need a reserve, usually about 2-4 months’ pay.
It’s often hard to know how much you’re spending – until you overspend. So set up a system that puts you in control.
Most elderly Americans need care – from family, paid helpers, or a residential facility
See how much your savings might grow in average, good, and bad times.
Eight in 10 Americans choose a 30-year fixed-rate mortgage. Should you?
See how much your savings might grow in average, good, and bad times.
Know where your money goes, to spend smarter and live within your means.
Get what you need, without out-living your savings.
It changes what you own, what you owe, & your monthly expenses.
Retirement planner if you're approaching retirement.
Get a personal estimate in 6 minutes or less.
To protect yourself you need a reserve, usually about 2-4 months’ pay.
Small changes can have a big impact.
To 1) cut your payment, 2) pay it off faster, 3) get cash, or 4) switch to a fixed or adjustable rate loan.
Money in your pocket gets spent. So set up a system that moves it where it should go before it gets spent.
Banks, brokerages, and mutual fund companies offer IRAs. Choose the one with the products and services you want for the lowest fees.
If trust and expertise is what you want, here's how to find a planner that fits the bill.
It’s often hard to know how much you’re spending – until you overspend. So set up a system that puts you in control.
If you don’t have a will, the court will distribute your property according to state laws.
If life throws a monkey wrench into your plans
You need to show lenders that you and your home are good investments.
A 9-minute checkup to see where you stand and get your finances squared away.
For greater peace of mind & more to spend or save.
You can have your cake, eat it, or do a bit of both.
Make a check list of the things you need to do. It's often not that long. Then knock things down one at a time.
It usually makes sense to use savings to pay off the mortgage after you retire, but probably not before.
There’s nothing wrong with borrowing – we all borrow to buy a house or a car – as long as you don’t borrow stupid.
Getting the work you need requires more than “nose to the grindstone” or an up-to-date resume.
Life Annuities, like Social Security, send you a check each month as long as you live.
Your family depends on the paychecks the breadwinners bring home. So what would happen should a breadwinner die?
Retirees spend about 20% of their income on health care.
Most elderly Americans need care – from family, paid helpers, or a residential facility
Uninsured medical expenses can bankrupt you. So at least have insurance that covers very large bills.
401(k)s and 403(b)s are retirement savings plans with special tax benefits set up by employers, IRAs by individuals.
A reverse mortgage can provide cash or an income for life and allow you to stay in your home for the rest of your life. But there are things you...
A simple quiz to help you know where to get the best return on your savings.
Traditional pensions, which provide a monthly income as long as you live, are much less common today. But if you’re in a plan, or have a pension,...
The greatest challenge in retirement planning isn’t the math. It’s our DNA.
Social Security provides a basic retirement income.
Disability insurance can keep you afloat if you’re unable to work.
A low-cost way to borrow using as collateral the equity in your home – the mortgage-free portion of the house you own.
A relatively safe way to invest in stocks, bonds, or other investments.
Know how you're taxed, how you might save, and how taxes change in retirement.
