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Planning Calculators |
Investing
Risk Profiler
On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to help determine your risk profile.
Taxable/Tax-Deferred
Tax-deferral can have a dramatic affect on the growth of an investment. Use this calculator to determine the future value of an investment being subject to income tax each year versus deferring the tax until withdrawal.
Needed Savings
What are you saving for: a computer, car, boat, summer home, down payment? Use this calculator to determine what you need to save on a regular basis to have the funds ready when needed.
Asset Allocation
On your way home from work, do you drive in the slow lane or the fast lane? Each person has a different propensity for risk. When investing, this risk propensity can be used to determine the percentage of your portfolio that is exposed to equities. Complete the following questionnaire to help determine ideal portfolio allocation.
Savings Growth
Compound interest can have a dramatic affect on the growth of a series of regular savings and/or initial lump sum deposits. Use this calculator to determine the future value of your savings and/or lump sum.
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