Financial Wellness Resources
Financial Fundamentals
Create a Spending Plan
Learn how to make a money plan. Then you can start telling your money where to go rather than wondering where it went.
Get a Financial Wellness Checkup
Brush up on financial basics and chat 1:1 with a Fidelity Professional.
Watch an On-Demand Workshop
Our workshops can help you take control of your money, learn about investment fundamentals, and help you make progress on your saving and investing goals.
Go Mobile
Easily access all your Fidelity® workplace accounts—anytime, anywhere.
Managing Debt
How to Start Defeating Debt in 5 Minutes
Get tips for busting down your student loan debt, credit card debt and more.
Have Student Debt? We Can Help
We can help you gain the knowledge you need to tackle your student debt.
Teach Your Student Debt to Go Away
Teach your student debt a lesson. Learn how to defy your student debt—so you can start spending that money for the future, not the past.
Basics of How You Can GROW Your Money
Take a look at the Fundamentals playlist to get started with simple money tips like budgeting, emergency savings, and more.
Savings, Retirement, and Investing
Power of Small Amounts
A 1%, 3%, or even 5% increase in your retirement contributions could make a big difference in helping you achieve the retirement you’ve dreamed about.
Get Tips on Savings for Any Goal
Learn how to save for virtually any goal, and to prepare your money for how you want to spend it.
Save for Retirement
The sooner you start saving, the sooner you could hit your goals.
Learn Investing Basics
Some savvy investing can help make your money work for you instead of the other way around.
What Next?
How to Invest Tax-Efficiently
Create an investment strategy to help manage, defer, and reduce federal taxes.
Register or Manage Your Account
Register your 401(k) plan or make changes to your contribution or investment elections at Fidelity NetBenefits.
Designate Your Beneficiary
With Fidelity’s Online Beneficiaries Service, you can designate your beneficiaries, receive instant online confirmation, and check your beneficiary information virtually any time.