Debt Roll-up, or the “snowball” method, is a systematic approach of paying more than the minimum. As soon as the first balance is paid off, the freed-up payment amount is used to pay down the next debt even faster. As each debt is paid off, money continues to "roll-up" to the next bigger debt.
This savings calculator can be used to find out how much can be saved over a period of time, or how much needs to be saved to reach a certain goal. It's best to sit down with a financial professional to review your personal financial strategy and talk about your goals. Learn more about the impact of savings and wealth in our daily workshops!
This questionnaire is to help evaluate your risk tolerance and determine a possible asset allocation strategy. Calculate your score at the end to understand the results (a copy will be sent to you for your records).