-
Nearly every man who develops an idea works it up to the point where it looks impossible, and then he gets discouraged. That's not the place to become discouraged.
Thomas Edison Categories
Tag Archives: tools
Tools for researching debt, retirement, insurance
Established workers in the peak of their careers need to balance saving for retirement with their many other obligations. One of the most essential is to provide for their families with adequate insurance coverage. Read More
Tools to help rebalance an investment portfolio
Shifting markets can throw an investor’s mix of stocks, bonds and other assets off-target. For example, if stocks rally, a portfolio with 60 percent in stocks and 40 percent in bonds may grow to 70 percent in stocks. This means the investor is taking on more risk than intended. It’s possible to get back on track by rebalancing the portfolio to restore the desired asset allocation. Here’s a look at some tools to help determine an ideal mix for you, and stick with it:
—CHOOSING A PLAN: Most major investment companies offer guidance on their Web sites on how to choose an appropriate asset allocation, and how to shift it as you approach retirement . . . read more Read More
Gift Budget Tool
An online holiday gift planner from Zions Bank helps Santa Claus make his gift list … and check it twice so that he sticks to a budget.
Free to the public, the Web resource at myholidaygiftplanner.com allows shoppers to organize their gift list, create a personal budget and stick to it. While they are at it, users can take advantage of the customizable planner to start their gift list and budget for next year.
After logging in to myholidaygiftplanner.com, users set up a free personalized planner that they can save and edit whenever they like. Shoppers create a gift list for each person on their shopping list and estimate the cost for each gift, which is added up into a total budget. The budgets can be adjusted as desired and updated with actual expenditures as gifts are purchased. Space is provided for people to make shopping notes, or to copy and paste Web site addresses or delivery confirmation numbers when shopping online. Read More
