Calculators, work sheets and resources

Financial Literacy - Financial tuneup

TOOLS AND RESOURCES

Investing tool kit

Calculators, work sheets and resources for fine-tuning your investment portfolio.

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Investment tuneup

Self-help tools, tips and more

Not just for the wealthy, wise investments will pay off for anyone. Use these calculators, work sheets and helpful links to other sites to learn how to invest in your future.




Audio:

	•	Target-date funds a solution

	•	Keith Cameron Smith: how to become a millionaire

	•	Building liquid savings: savings account

	•	Building blocks for successful investing

	•	U. S. Treasury securities

	•	Investment blunders



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	•	Money makeover archive

	•	Calculator archive

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Calculators and decision tools

•	What is your net worth?
•	What will it take to reach your investment goal?
•	How long until you're a millionaire?
•	How much money can you save in your 401(k) plan?

Terms to know

•	Improve your investing vocabulary

Work sheets

•	Protect yourself from scams
•	Researching and comparing mutual funds
•	Discovering investment goals
•	Compare mutual fund fees
•	Questions for financial planners
•	Quiz: What is your risk tolerance?

Investing basics

•	Develop a savings plan
•	Money market funds
•	Certificate of deposit investing strategies
•	U.S. Treasury securities
•	Corporate bonds
•	Bank loan funds

Outside resources


Federal government resources
•	Mutual fund cost calculator
•	Calculating mutual fund expenses and fees
•	About international investing
•	Invest wisely
•	FDIC: Insured or not insured?
•	General tips on investing
•	Socially responsible investing
•	Treasury bills, notes and bonds online

Further outside resources

•	Research investments and read expert opinions (Registration required)
•	The magic of compounding
•	How to read a prospectus
•	Selecting funds for your portfolio
•	A guide to understanding mutual funds
•	A guide to exchange-traded funds
•	How to get started with stocks
•	Find the best online broker for you
•	How will rate changes affect my bond's current value?