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Estate planning for the digital era
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...
Estate Planning for Pets: How to Protect Your Furry Friends
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...
It’s an ‘amazing time’ to be a woman in business: Female founders say the entrepreneurial landscape is changing
CBNBC Make It: by Quek Jie Ann Published, Thu, Jan 4 20246:30 PM EST Updated Fri, Jan 5 20249:57 AM EST In 2022, only 2.1% of venture capital investments in the U.S. went to businesses that are founded solely by women. But some say the gap may be closing. Starting a...
2024 Most Affordable Places To Retire
Financial Advisor fa-mag.comNovember 9, 2023 If you are looking for a top-ranked city to spend your retirement years, look no further than the state of Pennsylvania. Six of the state’s cities made the 2024 U.S. News & World Report list of best places to retire....
AI Tools Changing Retiree Entrepreneurship
Artificial intelligence (AI) tools have become a game changer in various industries, and they are also proving incredibly useful for retirees looking to start consulting or a small business venture. These tools can simplify tasks, streamline processes, and help...
How to Live for Today, Plan for Tomorrow
Managing expenses while saving for the future takes planning and practice. Key takeaways Organizing your finances can help you understand where your money goes and see where you may be able to cut spending and save more. Ask for help if you need it. You can find...
Navigating Retirement Pitfalls
Much is written about the classic financial mistakes that plague start-ups, family businesses, corporations, and charities. Some classic financial missteps have been known to plague retirees, too. Calling them "missteps" may be a bit harsh, as not all of them...
Why Do Renters Have to Save More?
“To rent or buy?” is a classic life question. How does whether you rent or buy a home affect your retirement? Your retirement could actually be several times less depending on your choice. The content is developed from sources believed to be providing accurate...
Retirement Accounts When You Change Your Job
Did you change, or are you thinking about changing jobs, with funds in a retirement account? You have options and a financial advisor can help you sort through them – before you pay related taxes. This informative, quick video explains the options. This video...
FIRE Retirement
Heard the buzz about FIRE retirement but wondered what it means? Well, it’s Financial Independence, Retire Early, and it’s not an easy thing to do. Here’s a quick article that explains it. If it is something you are considering, Harvest Moon suggests first talking...
Retiring Earlier Than Expected? What To Know
About 56 percent of workers aged 50 and over have faced some sort of unplanned departure from work for various reasons, ranging from health issues or caring for an infirm relative to redundancy. Read more about how to face the future when this happens. Many Americans,...
Insurance Needs Assessment: For Empty Nesters and Retirees
One area where financial planners help clients is with their insurance. And insurance needs change over time. If you’re an empty nester, or a retiree, it may be time to review what your insurance covers, and when. With the children now out of the house, financial...
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