Saving for retirement, and managing income once you retire, are two important aspects of personal financial management. When it comes to saving, tax-advantaged options such as a 401(k) or IRA can be smart choices. In addition to potential tax benefits, there is an opportunity for your savings to ...
Prepare to Invest Educational Modules (Website)
It's important to know what you want to accomplish with your investments before you actually invest. For example, you might want to purchase a home, fund a child's college education or build an adequate retirement nest egg. If you set financial goals at the outset—you are more likely to reach ...
Retirement Calculator (Calculator)
FINRA's retirement calculator can help you estimate how much to save each year to accumulate enough money for your projected retirement. The amount you’ll need to set aside will depend on a number of factors that you can adjust with the calculator, including the type of account you are invested in. ...
Financial Capability in the United States 2016 (Report)
Financial capability is a multi-dimensional concept that encompasses a combination of knowledge, resources, access, and habits. FINRA's National Financial Capability Study (NFCS) is designed to understand and measure a rich, connected set of perceptions, attitudes, experiences, and behaviors across ...