Jones Investment Group

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

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Help Your Family Help You

Obviously, most of us prefer to keep our personal finances personal, but opening a discussion about family finances could help prevent headaches and challenges when difficulties strike.

Mark Your Calendar

Once we approach the end of our working years, birthdays take on a renewed importance.

Save the Date

There are several key retirement milestones tied to specific birthdays or ages. This quiz asks readers to identify several.

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.

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