In this section you can find out how to allocate your portfolio, how much you need to save for retirement, how much you need to save to reach a specific financial goal and more. These calculators are intended to serve as educational tools only, and should not be considered investment advice.
Our asset allocation system is designed to help you tailor your asset mix to your own needs. If you become bearish about the stock market, it will reset your allocation towards bonds and cash. As you age, it will adjust your mix. If you use this worksheet to allocate only your retirement accounts, and you have more than ten years to retirement, remember to set “spending needs” and “income needed” to zero.
How much will your investment be worth in the future? The longer your savings horizon, the more you will benefit from having your earnings compound. Compound growth is achieved when you invest your money and reinvest earnings (interest and dividends) in the same investment. Over the life of your savings plan, just a few additional years of compounding can mean a difference of thousands of dollars. Use the calculator to see how annual compounding will make your investment grow.
Do you know how much your savings will be worth? This calculator will encourage you to continue to save regularly by showing you how much your investment will be worth in the future.
Investment Professionals 