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Five Investment Tasks to Tackle by Year-End
2020 market turbulence underscores the importance of reviewing an investment portfolio. These five steps could help keep it on track.
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Watch Out for These Financial Pitfalls in the New Year
Financial opportunities and potential pitfalls can appear at any time. Here are common money mistakes to avoid at various stages of life.
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Your Estate: Have You Looked at These Legal Documents Lately?
This article looks at documents that should be kept up to date, including wills, trusts, advance medical directives, and beneficiary forms.
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Consider Market Caps for Diversification
2020’s market volatility combined with holding stock in different-sized companies might help you diversify your equity portfolio at a discount.
Calculators
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Credit Card Debt
How Long Will It Take to Pay my Balance?
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IRA Eligibility
Use this calculator to determine whether you qualify for the different types of IRAs.
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Mortgage Acceleration
This calculator can help you determine how soon you can pay off your mortgage.