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Planning for a Major Purchase

Whether you want to purchase a house, a car, a boat or a plane, developing a strong investment plan and investment strategy is the first step toward meeting your goal.

You can utilize the following worksheet to see how well your current investment plan is working, then begin to refine your strategy accordingly to meet your goal.

After completing the Major Purchase Worksheet, take our Asset Allocation Quiz to determine the mix of stocks, bonds, and cash which may be appropriate for your portfolio.

Some tips for filling out the worksheet:

  • Input your data in today's (current) dollars. This calculator is designed to take into account the effects of inflation, so that you don't have to.
  • For some fields, we've provided default inputs – you are welcome to edit these if you wish.

  • Not FDIC Insured
  • No Bank Guarantee
  • May Lose Value

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