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...
by Pam Horowitz | May 17, 2024 | Estate Planning
Kiplinger Personal Finance, By Peggy R. Hoyt, J.D., M.B.A., B.C.S published October 25, 2021 Where would your pets go if something happened to you? Who would take care of them, and how would their costs be covered? A pet trust could be the answer. Planning for your...
