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Showing posts from September, 2023

8 ways to battle tax-bracket bulge

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Plus, an overlooked income opportunity, government shutdown risks, HSAs, and more. September 28, 2023 View in a browser FIDELITY VIEWPOINTS ® WEEKLY EDITION: September 28, 2023 8 ways to battle tax-bracket bulge Many people may be bulging into higher tax brackets this year. Here are ways to help reduce your taxable income (and tax bill). Save on taxes An overlooked income opportunity Seeking high yields a

Perspectives on: Financial plan, climate, diverse viewpoints

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What you need to know about drafting this important document  ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌  Find an advisor SEPTEMBER 2023 Perspectives Insights for your financial life FINANCIAL PLANNING 6 surprising benefits of having a financial plan Pursue your most important goals – from home ownership to retirement and more – with the help of the powerful projections and analysis in this detailed document.

Thinking of moving in retirement?

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How to decide, plus when mortgage rates might fall, and the latest on markets and your money. September 21, 2023 View in a browser FIDELITY VIEWPOINTS ® WEEKLY EDITION: September 21, 2023 Thinking of moving in retirement? Money likely isn't the only factor at play, but here's how to figure out the total effect a move might have on your finances. Crunch the numbers What if the market is wrong? A ke