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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

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Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

The Financial State of the States

Many state and local governments have struggled with lower tax receipts and large budget deficits — during and after the recession. This article offers a closer look at the financial pressures facing the states and how the methods used to address budget shortfalls could ultimately serve as a drag on the national economy.

Be Ready for a Change in Interest Rates

Fluctuating interest rates can be challenging for bond investors who want to reinvest their principal. When rates are low, they may have to accept lower yields; when rates rise when principal is tied up, they may not be able to benefit. One strategy to help manage reinvestment risk is to build a bond ladder.

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

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May 20, 2012 @ 06:04 PM

Dow Jones Industrials 12,369.38- 73.11
Dow Jones Transportation 4,873.76- 64.42
Dow Jones Utilities 464.16+ 0.07
Nasdaq Composite 2,778.79- 34.90
S&P 500 1,295.22- 9.64
S&P Mid-Cap 400 905.28- 10.71
NYSE Composite 7,427.74- 52.69
AMEX Composite 2,209.54- 10.77
10 Year Treasury Note 1.70-
Wilshire 5000 13,514.18- 114.94

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