Where to find reliable income

How to put bonds back to work for you, plus some easy New Year's resolutions to keep, and 2 tax changes that could impact your estate plan.

January 04, 2024 View in a browser

FIDELITY VIEWPOINTS® WEEKLY EDITION: January 04, 2024

Looking for reliable income? Consider this. Now that the Fed appears to be less hawkish, bonds could get back to doing what they've historically done: deliver solid income—plus potential price rises if rates fall. Get income ideas 9 easy ways to reach your money goals in 2024 A new year means a new chance to set yourself up for prosperity. These 9 strategies will help you start things right. Start off strong Big tax changes could impact your estate plan Tax adjustments for 2024 could lead to significant opportunities for families who want more efficient ways to transfer their wealth. The tax gift of giving Take our financial wellness challenge Whether you want to save more, budget smarter, ditch debt, or something else, get started with our 31 days of money tips during Financial Wellness Month—and keep it going all year. Start now Special Report: Fidelity's 2024 investing outlook Fidelity pros share their views on the economy, markets, and the election, plus top investing ideas, tax-saving tips, and other smart moves to help you protect and potentially grow your money in 2024. Get their top moves Save on tax prep services Fidelity is pleased to offer special discounts on TurboTax® and EY TaxChatTM to help you prepare your tax return. Learn more

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