Investments You’ve made investments your whole life. Work with us to help make the most of them. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Can I Refinance My Mortgage? This calculator can help determine whether it makes sense to refinance your mortgage. Self-Employed Retirement Plans Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP. When Heirs are Imperfect The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.