Investment Literacy

Planning calculators for investment literacy — estimates from industry-style inputs.

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Compare how low vs high expense ratios impact total returns over time.

Compare total fees and returns between robo-advisor and self-managed index fund portfolios.

Determine target stock/bond allocation using the 120-minus-age rule, adjusted for risk tolerance.

Calculate exact trades needed to restore target asset allocation from current drift.

Optimize which funds go in taxable vs tax-advantaged accounts to minimize tax drag.

Compare portfolio growth with and without dividend reinvestment, including dividend growth rate.

Build a bond ladder with equal rungs, calculating per-rung investment, income, and duration.

Calculate Series I savings bond value from fixed rate, inflation rate, holding period, and early redemption penalty.

Compare total returns from leveraged rental property vs index fund investing over time.

Analyze glide path, projected balance, fee impact, and retirement income for target date funds.