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Personal Finance

When the familys financial boss dies

Loss of a loved one

If a financial decision maker dies or is incapacitated, here are things to keep in mind.

Talk with your parents

How to get a conversation started with your parents about money (yours and theirs).

Two incomes to one

Budgeting, saving, health and life insurance, and tax moves for a one-income family.

Financial tips for moms

Get involved, save for retirement, consider investments with growth potential, and protect your legacy.

Wealth Planning

Business succession

Transfer of assets to family and others should begin years before you plan to leave.

See all Wealth Planning articles

Estate plan pitfalls

Why choosing the right accounts and forms of ownership is key. How to get them right.

Life and Money

5 tips for newlyweds

Set expectations from the start, make financial plans together, and check in regularly.

See all Life and Money articles

Managing memory loss

The challenges are emotional and financial. How to spot dementia early and learn to cope.

Tax Strategies

Last-minute tax tips

How to help avoid mistakes, speed up a refund, and save some of what you get back.

See all Tax Strategies articles

Keep more of your gains

Choosing the right account may help you keep more of your investing gains.

Health Care and Wellness

Long-term care and you

Learn to navigate the costs, shifting coverage options, and insurance policy features.

See all Health Care & Wellness articles

Healthy HSA habits

These simple strategies can benefit almost everyone who has a health savings account.

College Planning

Grandparents can help

How to help your parents with planning and paying for your children's college education.

See all College Planning articles

Manage student debt

Answer these five key questions to help consolidate loans and reduce monthly payments.

Viewpoints on the iPad

Get our latest articles, and manage your portfolio and deposit checks.

Download the Fidelity iPad App.

Ask Fidelity

Our retirement team answers top questions from customers.

Retirement Roadmap

Next Steps

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.

Past performance is no guarantee of future results.

Investing involves risk, including risk of loss.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading.  Supporting documentation for any claims, if applicable, will be furnished upon request.
1. Guarantees are subject to the claims-paying ability of the issuing insurance company. This contract is irrevocable, has no cash surrender value, and no withdrawals are permitted prior to the income start date.