by Pam Horowitz | Oct 22, 2024 | Retirement
By Kiplinger Advisory Collective, July 31, 2024 One of the best parts of gig work or other self-employed work is being your own boss. Not only do you get to set your own schedule, but you also get to set your own rules for how and when your work gets done. However,...
by Pam Horowitz | Sep 25, 2024 | Business
See ways to help you decide how much to keep in cash vs. invest in your HSA. Fidelity.com, April 18, 2024 Key takeaways Health savings accounts (HSAs) are tax-advantaged1 accounts that allow you to pay current bills, save for future medical expenses, and also invest...
by Pam Horowitz | Aug 26, 2024 | Inheritance
Key takeaways Fidelity.com, April 22, 2004 Consider engaging multiple generations of your family in philanthropic discussions. When working to create a legacy, know the difference between a pledge (where you can change your mind) and a grant (where you can’t)....
by Pam Horowitz | Jul 16, 2024 | Business
By Zoe Schlag Edited by Kara McIntyre, Entrepreuneur.com Jan 4, 2024 Whether you’re a small business leader deliberating over succession planning and employee engagement strategies or an owner with a vision to establish and lead a values-driven enterprise for...
by Pam Horowitz | Jun 1, 2024 | Estate Planning
Fidelity Viewpoints, Sept. 28, 2023 As owning digital property becomes the norm, estate plans need to employ new strategies. Key takeaways Many people own digital assets: everything from domain names and electronically stored photos and videos to email and social...
