July 06, 2023

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5 questions with Fidelity: The financial impact of caregiving

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5 questions with Fidelity: The financial impact of caregiving

Learn steps you can take to help ease the financial and emotional burden of caregiving.

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Key Takeaways

Leaving the workforce to become a caregiver can have a massive financial impact.
If you think you might need to become a full-time caregiver one day, then it may make sense to fully participate now in employee benefits such as HSAs and 401K plans with matching contributions.
Hold a family conversation to discuss the situation and what "giving care" will look like.
Create a "caregiving road map" to chart out roles, responsibilities, and expenses.
Make a financial plan to give yourself a sense of control and order.

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What the news means for your money, plus tips to help you spend, save, and invest.

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Free financial education from Fidelity and other leading industry professionals.

Fidelity Viewpoints^®

Timely news and insights from our pros on markets, investing, and personal finance.(debug tcm:2 ...

Decode Crypto Clarity on crypto every month. Build your knowledge with education for all levels.

Fidelity Smart Money^℠

What the news means for your money, plus tips to help you spend, save, and invest.

Active Investor Our most advanced investment insights, strategies, and tools.

Insights from Fidelity Wealth Management ^℠

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Women Talk Money Real talk and helpful tips about money, investing, and careers.

Educational Webinars and Events Free financial education from Fidelity and other leading industry professionals.

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Caring for aging loved ones
Changing jobs
Investing for income
Preparing for retirement
Saving for retirement
Living in retirement

Investing involves risk, including risk of loss.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

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