Use Decision Center's tools to plan my savings and investments
Tip: For easier reading, click
(above).
1 Go to the Decision Center.
How?
On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Decisions.
2 If you have Financial Suite, click Tools.
3 Choose one of the following:
- Click Savings Calculator learn how much to save to reach a goal. Choose the type of calculation you want to make, and then answer questions about your savings, projected returns, and so forth. You can learn how much you will save, how long it will take, or how much you need to save to reach your goal.
- Click Risk Tolerance Quiz to learn how much risk you can afford with your investments. Fill out a questionnaire about your investing style and personality traits. Decision Center will give you your score, tell you how much risk you can afford, and how much you can tolerate. It will also suggest typical investment portfolios based on your answers.
- Click Tax Bite Calculator to compare return rates for taxable, tax-deferred, or tax-free investments. Answer questions about your expected rate of return, tax rate, and so forth, to find out your projected totals. You can also see your real after-tax returns broken down by each type of investment.
4 Follow the instructions provided.