Free Financial Planning Tools


Financial Ratings Series Online, powered by Weiss Ratings and TheStreet Ratings, is proud to offer a number of free, helpful financial planning tools. Each of these tools is designed to enhance the decision-making process when it comes to investing in your financial future.

Medicare Prescription Drug Primer                                                         Download PDF

If you're like millions of others, the Medicare Part D prescription drug program is a mind-boggling one. Making a choice about your health care coverage has never been easy, but with the many options available under the Medicare prescription drug benefit, the complexity has grown ten-fold.

Long-Term Care Insurance Planner                                                         Download PDF

For most consumers, the prospect of purchasing long-term care insurance is a confusing maze of policy options, prices, and insurers. Our Long-Term Care Insurance Planner helps you find your way out of the maze with step-by-step assistance for evaluating your long-term care needs and finding a policy that is right for you.

Life Insurance Needs Worksheet                                                             Download PDF

Life insurance is designed to cover the difference between income and expenses after the death of an income-earner in the family. Our "Life Insurance Needs Worksheet" takes you step-by-step through the process of determining just how much life insurance you will need to ensure that your family is well-provided for - prior to shopping for a policy.

Auto Insurance Quote Comparison Worksheet                                        Download PDF

Using this worksheet is a great way to stay organized as you compare the premium quotes from different insurance companies. It allows you to easily compare companies and how much they will charge you for each type of coverage you may be considering.

Homeowners Insurance Quote Comparison Worksheet                           Download PDF

Using this worksheet is a great way to stay organized as you compare the premium quotes from different insurance companies. It allows you to easily compare companies and how much they will charge you for each type of coverage you may be considering.