Your Financial Center
It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.
High earners may not be eligible to contribute to a Roth IRA, but some people can use a workplace plan to save more and create a source of tax-free retirement income.
Holding stocks in companies of varied sizes through mutual funds or exchange-traded funds could help increase portfolio diversification.
Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.
How much would your monthly lease payment be?
Knowing your likely life expectancy is an important factor in making long-term financial plans.
Estimate of the maximum amount of financing you can expect to get when you begin house hunting.
Use this calculator to estimate the cost of your child’s education, based on the variables you input.