Tools
Investor Tools
Use our free tool to confirm whether investment professionals and firms are licensed. It should be the first resource you turn to when choosing whether to start or continue doing business with a particular person or firm.
Investment Professional Designations
Use this tool to research what it takes to earn and maintain an investment designation—and what the designation’s acronym stands for.
Automatically compare fees and analyze information on over 30,000 mutual funds, exchange-traded funds, exchange-traded notes and money market funds. View the fund analyzer resources.
Find explanations of key terms and essential facts about corporate and agency bonds, including recent trade data.
Calculators
Make sure you have enough to see you through your retirement years.
Estimate your actual Social Security earnings record.
401(k) and IRA Required Minimum Distribution Calculator
Determine your Required Minimum Distribution (RMD) from a traditional 401(k) or IRA.
401(k) "Save the Max" Calculator
Determine if you are on track to "save the max" in your 401(k) by maximizing your contributions each pay period so you can reach the allowed IRS limits.
See how a consistent approach to investing can make your money grow.
Calculate the amount you must invest each year to have enough money to cover the cost of education.
Determine the monthly payment for a fixed-rate loan such as a car loan or mortgage. Compare different offers or the merits of refinancing.
Interest on a bond accrues between regularly scheduled payments. To find out how much interest is owed on a given bond, use our accrued interest calculator.
Information and interactive calculators are made available to you as self-help tools for your independent use and are not intended to provide investment, tax, or legal advice. We cannot and do not guarantee their applicability or accuracy in regards to your individual circumstances. All examples are hypothetical and are for illustrative purposes. We encourage you to seek personalized advice from qualified professionals regarding all personal finance issues.
Reference: "For Investors" by FINRA
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Getting Ready
Gain insights into the value of working with a CFP® professional, learn what to expect from the process and find tools to help you prepare. Whether you’re looking for help with a particular financial need or a more holistic roadmap for your future goals, your CFP® professional can help you build confidence in your financial situation today, and plan for a more secure tomorrow.Financial Topics
Find timely, insightful and exclusive content written by CFP® professionals covering important and popular financial planning topics focused on consumer interests.
