D A necessity that underpins stability and growth for your business and you Financial planning is a critical element for the success of any private business owner. It provides a roadmap for achieving both short-term and long-term goals and ensures the financial health of the business.… Read More
Good for Your Heart and Your 1040! B It may be better to give than to receive, but it may be even better to give and see your generosity rewarded. Charitable giving can play a valuable role in your financial and tax strategies.… Read More
A basic guide to the potential tax implications (and advantages) of donating to charity There’s financial incentive for Americans to give generously to charity: when you donate to an IRS-qualified 501(c)(3) public charity, including Fidelity Charitable, you are able to take an income tax charitable deduction.… Read More
B Talking about long term care (LTC) can be challenging, and it can be especially difficult to know where to start. How you choose to broach the conversation may depend on your loved one’s personality, age, health status, cognitive function, and religious beliefs.… Read More
Better to be safe than sorry As you enter your “golden years,” perhaps you imagine yourself traveling, visiting grandchildren, or pursuing a favorite hobby. Unfortunately, none of us can predict what the future may bring. But, according to the U.S. Department of Health and Human Services, more than 70% of individuals over the age of 65 will ultimately require some form of long-termcare (LTC).… Read More
Make your annual review more efficient and productive to improve next year When you work with a financial advisor, then you know how important the year-end review is to the financial planning process. And given that you should be scheduling your year-end review this month, let’s review how you can best prepare.… Read More
Y What are your top three financial goals? How do you think your goals could change after doing one simple exercise? Any of us can answer that first question pretty easily. We can spit out a few generic goals off the top of our heads.… Read More
Would you like help creating your dream exit? You’ve got that little voice in the back of your mind telling you it’s time for the next adventure. You’ve put in thousands upon thousands of hours of your blood, sweat, and tears to build your business into something incredible.… Read More
When, Why, and How To Choose A Plan That’s Right For You (especially if you’re already enrolled) Whether you’re looking into Medicare for the first time, or taking advantage of annual enrollment to update your strategy, we’ve broken down the critical choices you must make into a simple decision-making tool (including the easy-to-understand questions you MUST ask yourself before choosing a plan).… Read More