Planning Tools

Savings jars
In most cases, saving for retirement should be part of your game plan. Use our calculator to crunch the numbers.
Investor
Answer six questions. We’ll analyze your responses and show you an investor profile that may be a good fit.
Panoply of food
Learn how to match your investments with your appetite for risk. Start with the three basic investment groups.
Wealth and health thumbnail
Are you considering health care as you plan for retirement? Keep in mind we're living longer and could face more health challenges during retirement. These guidelines can help you plan for future health-related expenses.
Financial Health Checkup
A good financial health checkup should include an examination of your debt. Want to diagnose your debt and make saving for the future easier? This topic includes a worksheet that can help. Or, watch the video.