Purpose: As returns on stocks and bonds have fluctuated significantly over recent years, most people’s portfolios have taken a hit. Use this calculator to make sure you’re staying on track with your investment goals.
Tips & Insight: Sure, you can use this for big accounts, like retirement or children’s college savings. But you can also use it to determine potential yields on smaller investments – like investments for a starting a small business or taking a big family vacation. The calculator can be a big motivator for young people with just a little savings: See how much your tiny nest egg can grow to by the time you retire!