Test Your Knowledge
Planning for Retirement
CalSTRS / CalPERS
403(b) / 457 Plans
Saving and Spending
Insurance and Estate Planning
You are here:
Setting Your Goals
Finding Your Savings Destination
What Are Your Plans For Retirement?
Questions About Investment Risk
Position Yourself For Success: Rebalance
Safeguard Your Nest Egg From Inflation
Marital Status and Your Finances
Start the Decade Off Right
0% Capital Gains Rate Extended
Risk Tolerance Quiz
What Have We Learned from the Market's Wild Ride?
How Big a Nest Egg Do You Need to Retire?
Keeping Stock Market Returns in Perspective
A Financial Plan Will Help You Move from Dreamer to Doer
Attention Generation X!
Are You Taking Enough Risk with Your 403(b) or 457 Plan Account?
Choosing Your Investments
What Are Asset Classes?
Understanding Asset Allocation
Comparing Bonds and Bond Funds
Understanding Mutual Funds
About Equity Funds
Mutual Fund Share Classes
Should You Go Global with Your Investments?
Target-Date and Lifecycle Funds
Reading the Prospectus
Money Market Funds
Stable Value Investments
Emerging Markets: Dipping into International Waters
Why Doesn't My Account Value Match The Market?
What Do Indexes Measure?
Choosing a Financial Advisor
Financial Credentials: What Do They Mean?
Do Investment Ratings Matter?
Avoid Common Investing Mistakes
Create a Blueprint for Your Investments
Real World Tips on Investing for the Future
Busting Bond Myths
ETFs: Index Funds Disguised as Stocks
How the European Debt Crisis Could Affect Your Investments
5 Simple Rules for Investing
How TIPS Work
Tune Up Your Portfolio by Rebalancing
Introduction to Variable Annuities
Truth About Variable Annuities
What is a Fixed Annuity?
What Happens When You Surrender an Annuity?
Beware of Equity Indexed Annuities
Is Your Fixed Annuity Keeping Up with Inflation?
Individual Retirement Account (IRA) Basics
Two Types of IRAs: Traditional and Roth
Questions to Ask Before Converting to a Roth IRA
How The Government Protects Investors
Avoid Investment Scams
Financial Tools for Educators