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- Recoup Your Savings Calculator
- You can use this tool experimenting with different combinations of contribution rates, rates of return on investments and years of saving for a variety of your financial goals such as retirement or college. The bottom line: the more you save and the more your investments earn, the faster you will...
- Tools & templates 2009-01-01
- How A Good Web Site Can Boost Your Sales
- Well-designed Web site that's easily found by search engines is a big help in reaching potential customers - wherever they may be. To boost sales, spiff up your Web site. Help is readily available, and it won't cost you an arm and a leg. Moreover, an attractive, interactive Internet presence...
- White papers 2008-05-13
- How Much Do Fees Affect My Stock's Rate Of Return?
- This calculator calculates how brokerage fees you pay to buy and sell shares of stock reduce the rate of return on a stock investment. The calculator assumes you sell your shares at the current share price. Dividends that you have received while owning the shares are assumed to have been...
- Tools & templates 2008-01-01
- Which Is Better: Load Or No Load?
- This calculator compares rates of return, before and after taxes, for two mutual funds: a fund that charges a load and a fund that does not. You specify whether the fund charges a front- or back-end load. A mutual fund that does not charge a load is called a no-load...
- Tools & templates 2008-01-01
- Should I Sell My Funds Now And Invest The Money Elsewhere?
- This calculator calculates how brokerage fees and taxes affect a potential decision to replace shares of a mutual fund you currently own with shares of another fund. You enter an expected annual growth rate for dividend and capital gains distributions. Dividends and capital gains are reinvested at the specified interest...
- Tools & templates 2008-01-01
- How Much Do Fees Affect My Return On My Fund?
- This calculator calculates the impact of brokerage fees, loads and fund operating expenses on a mutual funds investment returns. Returns are shown before and after taxes. All of these expenses, as well as taxes, drag down a funds investment return. You pay brokerage fees when you buy and sell shares...
- Tools & templates 2008-01-01
- Which Is Better: A Front Or Back Load?
- This calculator compares rates of return, before and after taxes, for two mutual funds, a fund that charges a front-end load and a fund that charges a back-end load. You specify each funds loads and current capital gains and dividend distributions. You also select a holding period and estimate growth...
- Tools & templates 2008-01-01
- What Selling Price Provides My Target Rate Of Return On My Fund?
- This calculator calculates the price at which you will have to sell shares of a mutual fund to realize your desired rate of return. Returns are calculated before and after taxes. The calculator deducts brokerage fees and taxes (for after-tax returns) and calculates your return on an annualized basis. You...
- Tools & templates 2008-01-01
- How Do Exchange Rates Affect My Foreign Fund?
- This calculator shows how a change in the exchange rate of two countries affects the rate of return, either positively or adversely, that you earn from investing in shares of a mutual fund of that country. This risk of exchange rates potentially increasing or reducing the value of your foreign...
- Tools & templates 2008-01-01
- Which Fund Is Better?
- This calculator compares rates of return, before and after taxes, for two mutual funds. You specify each funds loads and current capital gains and dividend distributions. You also select a holding period and estimate growth rates for fund share prices and future distributions of capital gains and dividends. You should...
- Tools & templates 2007-01-01
- Which Bond Is Better?
- This calculator compares rates of return, before and after taxes, for two bond investments. User can select a Treasury security, corporate bond or municipal bond. Treasury securities are exempt from state income taxes. Municipal bonds are exempt from federal income taxes. In some cases, muni bonds are also exempt from...
- Tools & templates 2008-01-01
- Should I Sell My Stock Now And Invest The Money Elsewhere?
- You may be tempted to sell stock you now own if you believe another investment will provide a higher rate of return. However, if you sell, you may incur transaction fees and income taxes that reduce both your return and the amount available for the new investment. Additionally, you may...
- Tools & templates 2008-01-01
- What Stock Price Achieves My Target Rate Of Return?
- This calculator computes the price at which you will have to sell shares of stock to realize your desired rate of return. You select whether you want your return to be calculated before or after income and capital gains taxes. You enter your expected holding period, average quarterly dividend and...
- Tools & templates 2008-01-01
- A Budget For Today And Tomorrow
- Use this tool to get on top of your monthly living costs by projecting expenditures in various categories, and then comparing those projections to what you actually spend. First, enter your estimates in the Projected column. Print this page and keep it. Over the next month, record your expenditures in...
- Tools & templates 2008-01-01
- Personal CPI Calculator
- This is a tool to calculate personal Consumer Price Index CPI. User can find out personal inflation rate by estimating what percentage of the budget one actually spends in each category. The calculated number is the CPI. A higher number could help explain the hole in the pocket.
- Tools & templates 2008-01-01
- What's Your Net Worth?
- This tool is a balance sheet for determining net worth. Calculating your net worth is a great way to take a barometer reading on the current state of your finances. To use this worksheet, fill out the appropriate fields under 'Assets' and 'Liabilities', and then click on 'Net worth' to...
- Tools & templates 2008-01-01
- What Will It Take To Save For A Vehicle, Home, Etc.?
- "What will it take to save for a vehicle, home, etc.?" calculates different combinations to save a lump-sum amount that you intend to use to buy a vehicle, home or other big-ticket item by using this tool. You designate how much you currently have saved towards your goal, monthly savings...
- Tools & templates 2008-01-01
- Job Assessor: Which Job Is More For You
- Do you want to assess which job is best fit for you? Then use this tool and rate the attributes of any job to draw your conclusion.
- Tools & templates 2008-01-01
- Can One Of You Afford To Quit?
- Before deciding to live on only one income - to take care of children, go back to school or even start a business - a two-income family must consider a number of questions. First, can you afford to quit? Besides the reduction of income, you could face a new set...
- Tools & templates 2008-01-01
- Which Online Broker Is Best For You?
- How do you choose an online broker? The answer comes down to your priorities and what type of investor you are. 11 online brokers were examined, including the major players as well as several small shops. Answer these seven questions to figure out which one is best for you.
- Tools & templates 2008-01-01
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