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My dad lived to be age 92 and my mom is going strong at 95. I was involved with my father’s care as he struggled with dementia, and I continue to assist my mother, who still lives independently. Helping an elderly family member? Here are 16 important lessons that I’ve...

3Q2023 IWM Market Analysis provides insights from Fidelity Investments research analyst team. 3Q2023 IWM Market Analysis (click here)...

This IWM Newsletter provides a forward looking perspective. 4Q2023 IWM Investment Insights Newsletter (click here)...

5 strategies to help under spenders get over the hump of tapping their investments. My husband and I sold some appreciated stock in 2022, resulting in a much bigger-than-usual bill on tax day this year and several tight months for our household budget after that. Why...

My parents recently moved out of the house they’d lived in for 50 years. A half-century might sound like quite an accomplishment. But they stayed too long. Their home was a 1940s two-story gray stone house north of Pittsburgh, with a three-quarter acre yard. At the...

In this Newsletter: Put Your Money Where Your Values Are Coming in 2024: New 529 Plan to Roth IRA Rollover Option Financing Options to Help You Ride the Mortgage Rate Roller Coaster Read Full Planning Newsletter Here...

Cognitive decline is an unfortunate consequence of aging — one that affects as many as two-thirds of people. But new research suggests it hits several groups hardest: those who are white, male and have college degrees. Financial professionals say that the results...

When I was young and unschooled about money, I borrowed thousands of dollars to attend Northwestern University. As I recall, tuition was around $12,000 a year in 1980, and I had only $3,000 to my name. How could I pay? The dean sent me a letter explaining that the...