Focus on Your Finances This Fall

Boost Your Financial Wellbeing With Help From Fidelity

Need an assist with money matters? Look no further than Fidelity’s financial tools! Whether you’re looking to maximize your 401(k), balance your budget, reduce your debt, learn new investing strategies, or put together a retirement plan, you’re sure to find just the support you need.

Here are five ways you can use Fidelity to kick-start your financial wellness journey:

1. Log in to Fidelity’s NetBenefits website to get an overview of your finances.
2. Take the 10-minute Financial Wellness Checkup to assess your financial standing.
3. Visit the Planning and Guidance Center to set goals and track your progress.
4. Sign up for a free workshop on a topic of your choice.
5. Call (800) 603-4015 to talk to a registered Fidelity representative who can help you get started and reach your goals.

Note: The BrightPlan financial wellness platform will no longer be available, starting September 27, 2024. Fidelity is now your main contact for all your financial planning needs.

Published September 2024