Insights Live: Real Estate And Your Financial Plan | Fidelity Investments

The new year is a great time to revisit your financial plan and make sure all aspects of your financial house are in order. Join the Insights from Fidelity Wealth Management℠ team as we address this broad subject. Specific topics we'll cover include:

Choosing short, medium, and long-term goal and strategies for achieving them
Creating plans for unexpected events like market volatility, job loss, and inheritance
Ensuring your investment strategy and asset allocation are aligned with your goals
Tax tips for 2025, including ways to manage this year’s taxable income starting today
Estate planning ideas such as annual gifting, lifetime exclusions, and charitable giving
The potential new legislation that could impact your tax, retirement, and estate planning

Questions? Drop them below 👇 and we’ll reply right in the comments.

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