Loose Change

It's easy to spend money on little things that aren't expensive. Just a few dollars a day buys a nice cup of coffee, an afternoon snack or some other "little extra."

But even a little extra savings can make a big difference. Try our quiz and see how your loose change adds up. (All the fields are required.)

  • How much does your "little extra" cost?
  • How often do you purchase this little treat?
  • How much interest do you expect to earn on your investments?
  % per year 1
  • Estimate an annual inflation rate
  % 2
  • How old are you?
  • At what age do you expect to retire?
  1. Please note that an increased level of risk to principal is typically associated with higher rates of return. Also, rates of return will vary over time, particularly for long-term investments. Based on historical average rates of return for the various asset classes (e.g. stocks, bonds and short-term liquid instruments), a rate of return outside the range of 2%-20% may be an unrealistic assumption.
  2. Based on historical rates of inflation, an inflation rate below 2% may be an unrealistic assumption.

This material was prepared for general distribution. It is being provided for informational purposes only and should not be viewed as an investment recommendation. If you need advice regarding your particular investment needs, contact a financial professional.

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