Being child-free can offer more flexibility in retirement planning, but it also means thinking differently about everything from healthcare to estate documents. https://t.co/vGNrYVhS8T ...

RT WSJ | Buy Side (@BuySideWSJ)Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future.https://t.co/eYSuNKr75K ...

Estate planning is a process that’s full of emotions. And full of questions. Where do you start? Who should be part of the conversation? And what are the key documents you need? On this episode of Money Unscripted, host Ally Donnelly and Fidelity’s Pamela Pirone-Benson break down everything from writing a will and setting up a trust to choosing your power of attorney and navigating estate taxes. Watch now. 00:00 Welcome to Money Unscripted 00:55 Why you should have an estate plan 01:24 What is an estate pla ...

The biggest financial handoff in US history is happening right now, and your family could be playing a key role. More than 105 trillion in assets are expected to be passed down over the next few decades. And with housing prices up nearly 70% since 2019, real estate has become the ultimate gift for the next generation.So, how do you give your kids real estate without triggering a tax nightmare. The simplest gift you can give is money for a down payment or other home purchasing costs. You can gift up to $19,0 ...

It's not easy to talk money with your parents, but having the discussion now ensures that you can fulfill their wishes when they pass. Here's what to ask. https://t.co/0fFHxllou8 ...

President Trump has ordered ICE officers to carry out the single largest mass deportation program in history. It's escalated migrants, immigrants rather, fears of being detained or deported. Today, we spoke with CNBC senior personal finance correspondent Sharon Eper about the financial impact of these actions.And her first tip is to make sure your money and property are protected. This is actually something that everyone should think about in terms of protecting their finances. And the first is to just have ...

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 ...