Financial Planning & Protection - The report emphasizes the importance of protecting one's finances, especially in uncertain times [2] - Individuals should gather important financial documents like bank account information and identification [3] - Establishing a financial power of attorney is crucial for designating someone to manage finances if one becomes incapacitated [5] - For those with minor children, designating a pre-needed guardian is essential [6] - Beneficiaries of financial accounts (bank, retirement, life insurance) should be checked and trusts set up for minor children to ensure proper distribution of assets [7] Resources & Assistance - Voluntary legal service organizations, pro bono financial advisors, legal aid centers, and local bar associations offer free advice [9] - CNBC offers a free Money101 newsletter series for more financial planning strategies [9][10]

The new year is a great time to revisit your financial plan and make sure all aspects of your financial house are in order. Join the Insights from Fidelity Wealth Management℠ team as we address this broad subject. Specific topics we'll cover include: - Choosing short, medium, and long-term goal and strategies for achieving them - Creating plans for unexpected events like market volatility, job loss, and inheritance - Ensuring your investment strategy and asset allocation are aligned with your goals - Tax ti ...