Tools & Resources
from PNC Investments

For Your Investing & Retirement Planning Needs

Use these calculators, interactive tools and resources to help assess your situation and learn tips to stay on track towards achieving your short- and long-term financial goals. Then, start a conversation with PNC Investments (PNCI) about how you can take action. We’re here to help.

Retirement Calculator

Time to complete: ~5 min.

Determine if you're investing enough to meet your retirement income needs.
Assess your situation

Emergency Fund Calculator

Time to complete: ~3 min.

Do you know how much you need to have set aside for emergencies?
Find out what you'll need

Budget Worksheet

Time to complete: ~3 min.

Have you created a budget that includes investing for retirement?
Begin by creating a monthly budget

Additional Guidance & Resources

To help expand your knowledge-base and invest with confidence


Take Steps to Protect Your Investments Against Bear Markets

Market ups and downs are a reality, and largely impossible to predict. In fact, most long-term investors are likely to experience a down market, or bear market, at some point. That's why it's key to be prepared.

3:02 min video


The Importance of Asset Allocation

Determining the appropriate mix of investment types for your portfolio is one of your most important tasks as an investor.

3:10 min video


The Value of Pairing Your 401(k) with an IRA

Your employer-sponsored plan is just a starting point. Find out how supplementing your 401(k) plan with an IRA can help you maximize your retirement assets.

2:47 min video


Leaving Your Employer? Explore Options for Your Old 401(k)

As you change jobs or retire, you have important decisions to make regarding the retirement assets you have accumulated in your old 401(k)s.

2:17 min video

Get Started

Your journey toward achieving your goals and improving your financial well-being is at your fingertips. Contact us today.

How PNC Investments Does Business

Learn how PNC Investments does business, including our qualifications, business practices, fee schedules, and options for how you can work with us by reviewing our Client Relationship Summary, Overview of Products and Services and more. View Details »