Losing a loved one is never easy — and managing financial decisions during this time can add further stress. Liam, 30, is coping with the sudden loss of his older sister. On top of the grief, he’s learned she made him the sole beneficiary of her 401(k) plan. While the balance is relatively modest — just over $10,000 — he’s unsure what to do next. He could use the funds to pay off debt, but he’s also considering the possibility of keeping the money invested for long-term investment. If you’re in a simi ...

Learn key financial tips inspired by Taylor Swift and Travis Kelce's engagement, from prenups to estate planning, to help couples align money goals and avoid future conflicts. https://t.co/YGEhRjlLQw ...

There are four key documents that make up an estate plan. So, what are they and how can they help protect your family and your legacy? #estateplanning #legacy Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1195862.2.0 ...

Estate Planning Essentials - Estate planning is a necessary process that requires consideration of taxes, estate laws, and team selection [1] - Effective estate planning involves communicating the plan to loved ones [1] Common Mistakes & Solutions - Individuals often make mistakes in estate planning, highlighting the need to understand and avoid these pitfalls [1] - Minimizing gift, estate, and inheritance taxes is a crucial aspect of estate planning [1] - Choosing the right team to execute the estate plan is essential for its success [1] Fidelity's Insights - Fidelity offers insights on common estate planning mistakes and how to avoid them [1] - Fidelity provides resources for learning about wealth management and estate planning [1]