"Your 2021 financial resolutions"
From assessing your current finances to reducing your debt, strengthening your credit and more, learn how to make real progress toward greater financial wellness in 2021.
| Date | Time (click to register) | |
| January 13 | 11:00 a.m. ET | 4:00 p.m. ET |
| January 21 | 11:00 a.m. ET | 4:00 p.m. ET |
"Cashing in on low interest rates"
When interest rates are low, it may be a good time to buy a new home, refinance your mortgage, or do a credit card balance transfer. Let’s discuss these and other opportunities to take advantage of low rates.
| Date | Time (click to register) | |
| February 10 | 11:00 a.m. ET | 4:00 p.m. ET |
| February 18 | 11:00 a.m. ET | 4:00 p.m. ET |
"Keeping it simple: hands-off investing"
We'll explore target-date, index and balanced funds, an "automatic rebalancing" feature in some accounts, and more.
| Date | Time (click to register) | |
| March 10 | 11:00 a.m. ET | 4:00 p.m. ET |
| March 18 | 11:00 a.m. ET | 4:00 p.m. ET |
"Test your financial literacy"
How financially literate are you? We'll give you a series of quiz questions to answer, and then we'll have you score yourself.
| Date | Time (click to register) | |
| April 14 | 11:00 a.m. ET | 4:00 p.m. ET |
| April 22 | 11:00 a.m. ET | 4:00 p.m. ET |
"Saving for college with a 529 plan"
We'll talk about how a 529 plan works, tax benefits, funding your account, how you can use the money in it, and more.
| Date | Time (click to register) | |
| May 12 | 11:00 a.m. ET | 4:00 p.m. ET |
| May 20 | 11:00 a.m. ET | 4:00 p.m. ET |
"The buyer's guide to buying a home"
Learn best practices for homebuyers in 2021 that will help you calculate how much you can afford, come up with your down payment, choose a home, and apply for a mortgage.
| Date | Time (click to register) | |
| June 9 | 11:00 a.m. ET | 4:00 p.m. ET |
| June 17 | 11:00 a.m. ET | 4:00 p.m. ET |
This material is provided solely for educational purposes; it does not take into account any specific individual facts and circumstances. It is not intended, and should not be relied upon, as tax, accounting, or legal advice.
Also in this issue
- Why you need a financial plan
- The importance of having an emergency savings fund
- Retirement investing during a turbulent stock market
- A target-date fund offers "hands-off" investing
- Refinancing your mortgage
- IRS inflation adjustments for 2021 tax year