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Financial Planning Resources

Creating a Spending Plan

Without clear budget goals, your financial life may remain in disarray. Like any other goals in life, your budget goals help you turn your wish list into an action plan.

Planning Concerns During Divorce

Many factors can affect your eligibility and annual contribution amounts to an Individual Retirement Account (IRA). Use this calculator to help determine whether you are eligible to contribute to a Traditional or a Roth IRA and at what maximum contribution amounts.

Financial Survival After Job Loss

You may have lost your job already, or it's something you're concerned about. Either way, the keys to surviving a job loss financially are to plan ahead, take stock of your income, and cut your expenses.

Impact of Taxes & Inflation

Taxes and inflation may have an effect on an investment. Use this calculator to better understand the potential impact of taxes and inflation can have on the purchasing power of your investment.

Organize Your Financial History

Compound interest can have a dramatic effect on the growth of an investment. Use this calculator to illustrate the potential impact of compound interest on the future value of an asset.

Saving for College

College costs have risen steadily over the past several years, which is why some should consider starting to save early. Whether you plan on paying all the costs or just a fraction, this calculator can help you better assess the overall price tag of higher education.

​Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.

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