It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content Comparing Investments This calculator compares the net gain of a taxable investment versus a tax-favored one. Bridging the Confidence Gap In the world of finance, the effects of the "confidence gap" can be especially apparent. Understanding the Alternate Valuation Date Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."