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Tools and Calculators
The following tools may be useful in creating your investment strategy. Keep in mind that when using some of these tools, you may be visiting another website, which will open a new window on your Web browser.
SEC cost calculator
Estimates the cost of investing in a mutual fund based on information you provide. From SEC.gov.
Inflation rate
Helps you keep tabs on the current inflation rate for specific items, as well as for the overall economy. From InflationData.com.
College education calculator
Estimates how much you may need to save to fund a four-year education for a child or grandchild at either a public or private university. From CollegeBoard.com
These articles are not meant to be a financial plan. A financial plan generally addresses a wide spectrum of financial needs including insurance, savings, investments, tax and estate planning.