HEALTH CARE EXPENSES
Diversifying With International Investments iChart

Weighing Your Health Care Options

When it comes to selecting a health insurance plan, it pays to take the time to research and compare. Whether you are enrolling in a plan offered through your employer or selecting one through the national or state-sponsored health insurance exchanges, make sure you know your options.


INVESTING
Diversifying With International Investments iChart

Diversifying With International Investments

See how allocating a portion of your portfolio to international stocks can help diversify holdings and boost returns.


Diversifying Your Investments iChart

Diversifying Your Investments

Learn about the potential benefits of diversifying your investment portfolio with different types of assets.


ETFs — The Connection Between Lower Fees and Long-Term Performance Potential iChart

ETFs — The Connection Between Lower Fees and Long-Term Performance Potential

Discover how ETFs work and how their lower fees can translate into higher long-term returns.


Growth vs. Value Investing iChart

Growth vs. Value Investing

Find out about growth and value investing strategies and how the two can be incorporated into a diversified portfolio.


Dollar Cost Averaging iChart

Investing for the Future With Dollar-Cost Averaging

Find out about growth and value investing strategies and how the two can be incorporated into a diversified portfolio.


Pursuing Portfolio Returns With a Sector Rotation Strategy iChart

Pursuing Portfolio Returns With a Sector Rotation Strategy

Learn how sector rotation works and how different sectors lead and lag the market at different points in the business cycle.


Rebalancing Your Asset Allocation iChart

Rebalancing Your Portfolio

Discover how your asset allocation drifts over time and why it is important to periodically rebalance your investment mix.


Taking Advantage of Dividend Tax Rates iChart

Taking Advantage of Dividend Tax Rates

This chart demonstrates how dividend tax rates compare with ordinary income tax rates and the impact the difference could have on an investment over time.


The Impact of Fees on Investment Returns iChart

The Impact of Fees on Investment Returns

Understand how fees charged by a fund might affect your potential investment returns.


Why Market Cap Matters iChart

Why Market Cap Matters

Discover why different-sized companies perform differently and how a capitalization-based investment strategy can be used to enhance returns.


PERSONAL FINANCE
Financing With Debt vs. Equity iChart

Financing With Debt vs. Equity

This chart provides guidelines to help owners decide whether they should finance with debt, equity, or a combination of the two.


Finding the Right Mortgage

Finding the Right Mortgage

When thinking of buying or refinancing a home, one of the first steps you’ll want to take is to find the right mortgage. But that means more than just shopping around for the lowest rate.


Weighing the Advantages of Buying vs. Leasing iChart

Weighing the Advantages of Buying vs. Leasing

This dynamic chart will help you understand the cash flow implications of buying versus leasing.


RETIREMENT
Inflation's Impact on Your Retirement Income Needs iChart

Inflation's Impact on Your Retirement Income

Learn about the effect price increases can have on an individual's annual retirement income requirement over the course of time.


Investment Volatility and Your Retirement Income Potential iChart

Investment Volatility and Your Retirement Income Potential

Discover how the specific timing of market ups and downs can affect long-term financial security in retirement.


Making Your Nest Egg Last iChart

Making Your Nest Egg Last

This chart illustrates how long your money might last under various distribution scenarios.


Putting Time on Your Side iChart

Putting Time on Your Side

See how the power of compounding is such a critical factor when it comes to pursuing your retirement savings goals.


Retirement Expectations vs. Reality — Are Workers Overconfident?

Retirement Expectations vs. Reality — Are Workers Overconfident?

This iChart explores recent research demonstrating how participants may be overly optimistic when it comes to their retirement savings expectations.


Tax-Efficient Withdrawal Strategies iChart

Tax-Efficient Withdrawal Strategies

This iChart demonstrates the potential impact of choosing to take withdrawals from tax-deferred versus taxable accounts.


The Benefits of Tax-Deferred Compounding iChart

The Benefits of Tax-Deferred Compounding

This interactive chart illustrates how tax-deferred retirement savings vehicles can give you the edge you need to pursue your financial goals.


The Big Difference a Little Bit Extra Could Make iChart

The Big Difference a Little Bit Extra Could Make

See how increasing your retirement account contribution by only a little could potentially boost your account balance by thousands over time.


The Value of the Roth 401(k) Option iChart

The Value of the Roth 401(k) Option

This interactive chart shows how a $15,000 investment in a Roth 401(k) compares with the same amount invested in a traditional 401(k).