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Boston, MA
Joined August 2009

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  1. After a year off, required minimum distributions are here again. Find out how much you need to take, how to avoid penalties and what to do with your withdrawals:

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  2. Get details on how to calculate your net worth, plus tips to help you continue building it:

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  3. Thinking of tapping into your old 401(k)? Ask yourself these 6 questions first:

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  4. This week on , our collaborative series with Dan Nathan, we discuss the hot topic of inflation and expectations for Q2 earnings. Plus, Dan shares a bearish trade idea in banks, as well as a bullish trade idea in a semiconductor stock. Tune in:

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  5. Get these tips to help you decide which ETFs may work best in your portfolio:

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  6. Find out 5 ways to save thousands when buying your first home:

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  7. Mid-cycle churn in markets: What's next? Fidelity's Director of Global Macro, Jurrien Timmer shares his thoughts:

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  8. Thanks to a higher life expectancy, lower income potential and increased retirement expenses, women have to plan differently than men. Get the top tips on how.

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  9. Thinking of upgrading your car, buying a house or going on vacation? Get ideas to help you plan and save.

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  10. Weddings can be expensive — even as a guest. Here’s what to do if you have to turn down an invite.

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  11. Wherever you are on your financial journey, we can help you get where you want to be. Let’s connect.

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  12. How much money do you need to retire? 💰 Our formula simplifies it. You should save 1x your salary by age 30, 3x by 40, 6x by 50, 8x by 60, and 10x by 67. Say you’re 30 and make $50K. Ideally, you’d have $50K saved now and $150K saved by the time you’re 40.

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  13. This week on , our collaborative series with Dan Nathan, we discuss the division between large and small-cap stocks, and Dan shares two trade ideas: one on a large-cap stock ETF, and one a hedge on a stock many think may soar.

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  14. Last year, three winners had $30K paid down on their student loans by Fidelity Spire. Hear how they're doing now, and learn how you can enter this year's giveaway with Fidelity Spire for the chance to win $50K for your rainy day fund:

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  15. Millions of Americans currently provide care for children or adults, in addition to managing work responsibilities. How can you estimate costs and find resources if you’re a caregiver? Start here:

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  16. Taxes could rise for a variety of reasons, making converting to a Roth IRA a timely strategy to consider. Learn more:

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  17. US inflation is high but low-yielding Treasurys are selling like hotcakes. Fidelity's Director of Global Macro, Jurrien Timmer, explains:

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  18. Wishing all a Happy 4th!

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  19. If you’ve already taken care of your essential expenses, and are wondering if you should save or invest money that’s left, consider these key points:

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  20. Smarter cars could be a smart place to invest. Here's where to find innovations planned for autos beyond 2021:

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