Consumers can track their investments with the award-winning Portfolio Manager, one of the most powerful and customizable portfolio trackers on the Internet, as well as learn how to research stocks and mutual funds with the Research Wizard. This section allows users to create a retirement plan, use the Roth IRA Calculator, locate a financial advisor, and garner estate-planning tips and recommendations about how to minimize estate taxes. This section allows users to shop comparatively for auto, home, life and health insurance, and the interactive tools will help them make sense of any insurance situation. For example, the Life Insurance Needs Estimator helps users assess what level of coverage is best suited to them. The Quick Reference section helps users understand insurance terms, and the Insurance Planner does a comprehensive analysis of their insurance situation.
Consumers can pay all their bills and view their checking, savings and credit card balances online.
In addition, users can find the latest credit card, CD and money market account rates with data from Bank Rate Monitor, or they can use the Debt Consolidation Calculator to determine if a low-interest loan might save them finance charges. Consumers can learn about the effect of marriage and children on their financial future. For those who are looking into college, the College Search tool allows a search to be done by state or name. In addition, the Scholarship Search Wizard helps students search and apply for more than 400,000 available scholarships online. Powerful tools such as the Deduction Finder and Tax Estimator help make tax preparation easier.