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How to plan for rising health care costs

How to plan for rising health care costs

Article courtesy of Fidelity See options on how to handle this major expense in retirement. Key takeaways Health care continues to be one of the largest expenses in retirement. Decisions about when to stop working, when to take Social Security, and how to generate...

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How much cash should you keep in your HSA?

How much cash should you keep in your HSA?

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...

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Inspiring the next generation

Inspiring the next generation

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)....

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Estate planning for the digital era

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...

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2024 Most Affordable Places To Retire

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....

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AI Tools Changing Retiree Entrepreneurship

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...

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Navigating Retirement Pitfalls

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...

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