Preparing

Get help understanding how upcoming life changes may affect your financial plan. Take a look at these insights and personal stories for guidance in your next decisions.

Estate planning checklist

Get organized, document your goals, and put a successful plan into action.
10/26/2018

Ready to work after your primary career ends?

For some, your finances may depend on you working after age 65.
09/17/2018

Midyear tax check: 9 questions to ask

You may be able to prepare now for the tax costs of any life changes this year.
08/24/2018

Hurricane season is here: Are you covered?

Traveling during hurricane season? Here are some things you should know.
08/10/2018

Getting affordable flood insurance

This kind of insurance may be a big hurricane season help.
08/10/2018

Getting your affairs in order

It may not be a popular topic—but it is important to have a plan in place.
07/20/2018

Annual enrollment trip planner: your guide to yearly elections

Which health plan? HSA or FSA? How does this affect retirement savings? Annual enrollment raises lots of questions!
07/09/2018

Helping your (older) parents with their finances

Recognize the signs that help is needed and then be ready to step in.
05/16/2018

How to pay for long-term care

Learn more about the financial cost of providing a loved one with long-term care.
05/01/2018

10-second tips: Saving for college

Stressed about saving for college? You’re not alone.
05/01/2018

6 key Medicare questions

Learn about Medicare eligibility, choices, costs, and when and how to sign up.
04/26/2018

4 questions to ask about life insurance

Feel confident about protecting your family's financial plan.
04/18/2018

Get ready for your countdown to retirement

5 key questions to ask yourself—and answer—about 5 years before retirement.
04/10/2018

5 ways to protect yourself from cyber fraud

Follow these tips to help keep your Fidelity workplace savings account safe.
04/04/2018

3 healthy habits for health savings accounts

See 3 easy ways to make the most of your HSA—now and into your retirement.
03/21/2018

10-second tips: Social Security

Need help figuring out Social Security? You're not alone.
03/19/2018

Getting remarried (or married later in life)

Discuss these money matters with your future spouse before the big day.
03/05/2018

Providing for a special needs child

Get help creating a financial plan to last a lifetime.
03/02/2018

Discover the Potential of Your HSA

Learn how to get the most from your Health Savings Account.
02/19/2018

6 ways to help lower your tax bill

Tips to trim your tax bill and help enhance tax savings.
02/06/2018

Tax reform: the biggest changes

New rules could affect income taxes, deductions, college savings, and more.
01/05/2018

5 ways to protect what's yours

It's important to keep your key documents and beneficiaries up to date.
12/15/2017

Think twice about delaying your first MRD

Delaying your first MRD until April 1 could push you into a higher tax bracket.
12/01/2017

Money moves to start the new year

Whether you're wrapping up or starting fresh, get money tips for the new year.
11/10/2017

Don't be a target for cybercrime

You know the threat is real. Take these steps to better protect your accounts.
10/12/2017

College Savings Calculator

See if you're on track to meet your college savings goals.
08/18/2017

Intimidated by college costs? Know your options

Consider alternative options, start saving, and be up front with your student.
08/16/2017

Make charitable giving a win-win part of your wealth plan

Charitable giving takes a lot of careful planning, but it can be worth the effort.
06/28/2017

7 steps to take before vacation

Check these to-dos off your list now and let the relaxation begin.
06/28/2017

Daddy duty: Happy Father's Day!

Parenting really takes it out of men too! Be sure to wish all the new dads a happy Father's Day.
06/14/2017

How to take care of aging parents and yourself

Ideas to help women protect their financial future while caring for aging loved ones
06/02/2017

Have the finance talk with your adult kids

Keeping them in the dark on money matters could lead to chaos later on.
06/01/2017

Can you guess who we are?

Here's a riddle you might be able to guess: We're tired, stressed, and also overjoyed. Who are we?
05/08/2017

When and how to claim Social Security

Learn how to make critical Social Security decisions—when to claim, what to expect, and how the process works.
05/04/2017

What's the best way to save for college?

Get help deciding how much and how to save.
04/24/2017
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Where will you live in retirement?

Here are some factors to consider.
04/07/2017

How's your batting average?

Fidelity suggests a career-long average total savings rate of 15%. See this chart to find out how much your peers are saving...
03/31/2017

Taking the leap into retirement

Here are five things retirees say they would have done differently if they could go back in time.
03/22/2017

The smart way to save for college

The 529 college savings account is a tax-savvy, easily manageable way for friends and family to contribute to a child's future education.
03/13/2017

It's time to spring clean your finances!

Money guru Jean Chatzky provides a helpful checklist for refreshing your financial approach.
02/10/2017

3 big decisions

Get help making Social Security, retirement income, and health care decisions.
01/03/2017

Bridging the gap to Medicare

Retiring early without employer retiree medical coverage? See your options.
12/08/2016

How to insure your paycheck

Make the most of disability insurance, an important and often misunderstood insurance.
12/07/2016

5 things you can do right now to help improve your retirement outlook

Saving for retirement is critical—but you also want to preserve what you've built.
10/28/2016

Is a revocable living trust right for you?

Trusts offer certain benefits that wills simply cannot.
10/28/2016

Confronting 3 common financial fears

Learn how to manage ID theft, market volatility, and long-term care worries.
10/18/2016

3 big money mistakes couples should avoid

Don't underestimate the impact money can have on your marriage.
09/30/2016

3 steps to the retirement finish line

You're almost there—but these three steps can help you in the final sprint.
08/26/2016

Turn your savings into retirement income

Learn how to build your retirement income strategy in this online workshop.
08/21/2016

Real stories: Lessons learned from Marty

Hear Marty's perspective on saving and planning ahead for income in retirement.
04/18/2016

Preserving your savings for future generations

So, you would like to leave behind a legacy...
04/18/2016

Make the most of your retirement savings

Maximize your retirement savings and explore additional ways to save for the future.
04/18/2016

Thinking about retirement

Ramp up your plan for retirement with tips from money guru Jean Chatzky.
04/07/2016

Heading into retirement

Money guru Jean Chatzky outlines what to do now if you’re retiring in 5-10 years.
04/07/2016

Real stories: Meet Robin and Doff

Learn from one couple's experience on making three big decisions before retiring.
11/18/2015