Financial Planning Resources

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.

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.

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.

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.

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.

​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.