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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...
Nine Key Tips Self-Employed and Gig Workers Should Know About 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,...
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...
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)....
How This Type of Business Model Could Spur Purpose and Growth For Small Businesses
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...
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...
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