Your 3-Point Midyear Financial Checklist

Your 3-Point Midyear Financial Checklist

See what your holdings look like, and if you're not happy with your investment mix, shift some assets around. Buying an S&P 500 index fund, for example, effectively lets you invest in 500 different stocks at once. Many people have lost income this year due to the COVID-19 crisis, and if that's your situation, you may be behind on retirement plan contributions -- and understandably so.