January is a time for new beginnings. It also happens to be a great time to meet with a financial professional and revisit your financial plan to make sure that it's up to date. Join the Insights from Fidelity Wealth Management team as we discuss the steps you should take now to help keep your investments, retirement savings, and estate plan on track. Specific topics we'll cover include: ​ • Strategies to help with achieving your financial goals, measuring your progress, and staying on track​ • Revisiting your investment strategy and asset allocation, and aligning them with your goals​ • Estate planning ideas, such as annual gifting, lifetime exclusions, and charitable giving​ • The impact of new tax legislation and how it may affect your planning in 2026​ • Preparing yourself for unexpected events, such as market volatility or a job loss Questions? Drop them below 👇and we’ll reply right in the comments. Watch our latest webinars: https://www.fidelity.com/learning-center/wealth-management-insights/insights-live-on-demand?pid=NWR_WEI_459311397 Get our latest Insights and perspectives on the markets: https://www.fidelity.com/learning-center/wealth-management-insights • To see more videos, subscribe on YouTube: https://www.youtube.com/fidelityinvestments • Follow Fidelity on Reddit: https://www.reddit.com/r/fidelityinvestments/ • Follow Fidelity on Instagram: https://www.instagram.com/fidelityinvestments • Follow Fidelity on TikTok: https://www.tiktok.com/@fidelityinvestments • Follow Fidelity on Facebook: https://www.facebook.com/fidelityinvestments/ • Follow Fidelity on LinkedIn: https://www.linkedin.com/company/fidelity-investments/ • Follow Fidelity on Discord: https://discord.gg/FidelityInvestments • Ask Fidelity on X: https://www.twitter.com/Fidelity Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917 1244046.2.0 #financialgoals, #investmentstrategy, #assetallocation, #taxes, #marketvolatility