1300 W. Washington Street

Phoenix, AZ 85007-2996

 

 

Main: (602) 542-4242

Email: SecuritiesDiv@azcc.gov

Ask and Check
Before You Invest!

Investor Tools

To help you Plan Your RetirementTools_59670574

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. Generally speaking, younger investors can absorb more risk of financial loss than an older investors, but knowing your risk tolerance and what investments are suitable for you is an important consideration in the planning process. Open the following toolbox to find resources that can expand your financial literacy and help you plan your retirement with confidence:

 

Checklists

Handing your hard-earned money over to a fraudster or unscrupulous investment professional is, without a doubt, the worst investment anyone could make.  Know your legal rights as an investor as well as the questions to ask that may reveal the warning signs of a possible investment scam. 

Worksheets

Take the time to ask the right questions and verify the answers before you purchase a financial product.  Complete the worksheets below to help you make an informed decision:

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.

Quizzes

Are you an informed investor?  Test your knowlege of investing basics by taking these quizzes. 

The information provided on this website is not comprehensive, is not offered as legal or investment advice, and is not a substitute for competent, license legal or financial counsel.  The Securities Division provides this information to give you an overview of the topics discussed. You should not rely on the accuracy of this information, but should carefully review all applicable statutes and regulations with the assistance of legal counsel or licensed investment professionals.The information provided on this website is not comprehensive, is not offered as legal or investment advice, and is not a substitute for competent, license legal or financial counsel.  The Securities Division provides this information to give you an overview of the topics discussed. You should not rely on the accuracy of this information, but should carefully review all applicable statutes and regulations with the assistance of legal counsel or licensed investment professionals..

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Phoenix, AZ 85007

 

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