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Qualified Charitable Distributions
Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.
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Four Questions on the Roth Five-Year Rule
This article provides an overview of two versions of the Roth five-year rule and how they apply to various situations.
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HOT TOPIC: Could a Health Savings Account Help Strengthen Your Retirement Plan?
In addition to setting aside pre-tax income to pay current and future medical expenses, an HSA could play an important role in your long-term retirement strategy.
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Setting a Retirement Savings Goal
This article features a worksheet to help you estimate the savings you might need to generate your desired retirement income.
Calculators
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Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
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Personal Inflation Rate
Is your personal inflation rate higher or lower than the CPI?
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Cash Flow Analysis
This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Market Watch
Last Closing Prices
| Ticker Name | Percent Difference (when noted with %) otherwise Last Price | Difference (where applicable) |
|---|---|---|
| Dow Jones Industrials | 27,791.44 | +1.30% |
| Nasdaq 100 | 11,085.17 | -0.49% |
| NYSE Composite | 12,844.02 | +0.61% |
| AMEX Composite | 2,168.21 | +1.45% |
| PHLX Semiconductor Index | 2,179.60 | +0.03% |
| OSX Oil Service Sector Index | 39.66 | +3.78% |
Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.