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Calculators

Lifetime Earnings

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

Personal Inflation Rate

Is your personal inflation rate higher or lower than the CPI?

Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Newsletters

Surprise! It’s Retirement Time

In a 2012 survey, 50% of current retirees said they retired earlier than planned, up from 45% in 2011. This article presents some of the key issues that pre-retirees should consider to ease the transition into retirement.

Socially Responsible Investing Joins the Mainstream

Assets in socially responsible investments (SRIs) have climbed in recent years as more investors seek to invest according to their personal beliefs. This article looks at the different types of socially responsible, green, and sustainable investments available and reminds readers to consider traditional portfolio fundamentals when selecting SRIs.

Tablets May Help Simplify Small-Business Tasks

A recent survey found that roughly two-thirds of small businesses utilize touch-screen tablets for work, as innovative (and relatively inexpensive) apps change the way some companies conduct business on a daily basis.

Hanging the “Help Wanted” Sign

Business owners need to consider not only wages when hiring new staff, but also the potential costs involving benefits, recruiting, training, and compliance. Accompanying chart shows median recruiting costs per hire, by industry.

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