Stocks, bonds, mutual funds, annuities, and other investments available through The Securities Center, Inc. are not insured by the FDIC nor are they obligations of or guaranteed by The Securities Center, Inc. or any other affiliated entity. Such investments will fluctuate in value and are subject to investment risks, including loss of some or all of the principal. The Securities Center is a member of the Securities Investor Protection Corp. (SIPC) which does provide insurance for our customer accounts. The Securities Center, Inc. is also a member of the Municipal Securities Regulating Board (MSRB).
Cost of Retirement
Use this calculator to estimate how much income and savings you may need in retirement.
Federal Income Tax
This calculator can help you estimate your annual federal income tax liability.
Impact of Inflation
Estimate the future cost of an item based on todays prices and the rate of inflation you expect.
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Are Higher Taxes Ahead?
Evidence is mounting that high-income taxpayers will face higher taxes in the near future. Sweeping tax reforms enacted in 2001 and 2003 are set to expire at the end of 2010, which means many Americans could face higher taxes starting in 2011.
Keeping Up with College Costs
The cost of a college education continues to rise rapidly, reaching new highs along the way. This worksheet can help you prepare for these mounting costs.
Finding Your Balance
One way to help manage volatility is through asset allocation. But this process of determining the appropriate proportion of your assets based on your financial goals, risk tolerance, and time horizon is not a set-it-and-forget-it strategy.
An Estate is a Terrible Thing to Waste
A will is certainly the best place to start. However, the goal of any estate strategy should be a smooth transfer of wealth to your heirs.
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Ideas to help simplify everyday finances.
Manage your taxes and prepare for the upcoming tax season.
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Interactive Data Corporation. (NYSE:IDC)
Chula Vista, CA 91910-2942
Phone: (619) 426-3550 (800) 244-1718