Financial planning

To discuss your long-term savings goals, contact a Fidelity financial planning consultant for free at 800.603.4015. Representatives are available Monday to Friday, 8:30 AM – 9 PM ET, on days the stock market is open.

Don’t miss the financial wellness checkup on Fidelity NetBenefits. It will show you what you’re doing well and steps you can take to improve your financial well-being.

Sometimes the biggest barrier to saving is just getting started. With Fidelity Goal Booster, you can set and achieve important short-term financial goals, like saving for an emergency or planning for college. You can easily contribute through convenient payroll deductions and track progress through a centralized dashboard.

Each month, you can learn from Fidelity’s financial experts on topics including debt management, college planning, investing and retirement planning. Access the webinars on Fidelity NetBenefits.

If you like to crunch the numbers, use the retirement planning tools and calculators through Fidelity NetBenefits to help you decide how much to save to reach your retirement goals. Tools include a Roth contribution modeler, a contribution calculator and a take-home-pay calculator.

Education assistance, available through Tuition.io, provides you and your eligible family members with tools and resources to help you understand options for repaying student loan debt efficiently or managing the future cost of college.

• Student loan borrowers can access decision-support tools and guidance for evaluating repayment strategies, including income-driven repayment plans, loan forgiveness programs and refinancing.
• If you’re preparing for future education expenses, you can access 529 plans and scholarship information, and compare the costs and value of different colleges.