We hope you enjoyed the Women Talk Money: Your top questions from 2024 event. We broke up these resources into 3 sections, and they are outlined below in the order in which they were discussed during the event. There were multiple replays mentioned in the discussion, as well. Specific replays are outlined below, but you can find and browse the entire Women Talk Money playlist here.
Retirement resources
How to max out your retirement savings
Check out these 6 steps in our retirement savings hierarchy to help you maximize your retirement savings.
Watch this Women Talk Money session to help you get ready for retirement.
Is a Roth conversion right for you?
Converting assets in a traditional IRA or employer-sponsored retirement plan to Roth assets has several advantages but also several factors to consider.
Watch this Women Talk Money session for a deep dive into Roth account options.
Roth IRA Conversion Calculator
This calculator can help you decide if converting money to a Roth IRA may make sense for you.
REPLAY: Your Guide to Estate Planning Essentials
Watch this Women Talk Money session to hear reasons estate planning is an important step in the planning process and how it can benefit you and your loved ones.
Fidelity Medicare Services®
Get complimentary help from Fidelity Medicare Services—and explore the learning center. If you or a loved one are approaching 65, call Fidelity Medicare Services® at 833-886-0033.
Long-term care: Options and considerations
When it comes to long-term care insurance, here are some things to consider that may help you decide when to buy.
REPLAY: Planning for Health Care and Long-Term Care in Retirement
Watch this Women Talk Money session to hear answers around potential costs for health care and long-term care, insurance options, and developing a plan to help meet your needs.
How much do I need to retire?
Fidelity's guideline: Save 10x your income by age 67.
Know where you stand for retirement in just 60 seconds. Answer 6 simple questions to get your score and additional steps to consider.
Financial priorities resources
How to balance debt, saving, and investing
Trying to juggle so many competing priorities can be stressful. This step-by-step guide can help you decide what to tackle first.
The rule of 6%
Should you pay down debt or invest? Use this simple guideline to help you decide which to prioritize.
End-of-year money deadlines to know
6 tips to wrap up 2024 and set 2025 up for success.
Financial dynamics resources
Ways to work with us
Explore how Fidelity can work with you to help create a plan and investment strategy, from digital options to 1:1 professional help and management.
Women’s guide to finding and working with a financial professional
Women may need to plan differently for their future. Here's what you need to know about working with a financial professional and how they can help.
Tips for improving money talks
Talking about money can be difficult. Here are some communication tips to help you and your partner get on the same page.
REPLAY: Couples & Money—Planning Together for the Future You Want
Watch this Women Talk Money session to hear directly from a couple and what works for them regarding their finances.
Watch this Women Talk Money session to get tips on how to balance priorities as a single woman.
5 steps to create an estate plan
With the help of legal and financial professionals, drafting an estate plan is probably easier than you think. Here’s how to get on the right track.
REPLAY: Your Guide to Estate Planning Essentials
Watch this Women Talk Money session for a deep dive into the estate planning process.
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