Investor Tools

To help you Plan Your Retirement.

To supplement your Social Security income, you also will need savings, investments, pensions, or retirement accounts to make sure you have enough money to enjoy retirement. Open the following toolbox to find resources that can expand your financial literacy and help you plan your retirement with confidence:

Calculators

• Retirement Calculator
  • Use this Excel spreadsheet to approximate how much money you will need in retirement.
• Lifetime Savings Calculator
  • Use this Excel spreadsheet to estimate how much money you need to save over a long period of time in order to purchase a product or fund a nest egg.
• FINRA Mutual Fund Analyzer
  • Use this tool to estimate the value of the mutual fund and impact of fees and expenses on your investment; look up applicable fees and available discounts for funds.

Checklists

• Investor Bill of Rights
  • Know your rights as an investor before handing over any money.
• Red Flags of Fraud
  • Recognize the warning signs of a potential investment scam with this important checklist.
• 16 Questions That Can Turn Off a Swindle
  • Learn the questions to ask and reduce the possibility of falling prey to investment fraud.