How to plan for a life that brings you joy
Juggling priorities. Starting a family. Budgeting for health care costs. Saving for the future you envision. We can help you and yours create a plan to reach your goals.
VIDEO PODCAST
3 simple steps
for financial wellness
VIDEO PODCAST
3 simple steps
for financial wellness
Watch the video here. Or, listen wherever you get your podcasts.
Find resources and tools that can help you plan, save, and invest in the life you want.
Building a future that’s true to you
Explore saving for family planning and health care, balancing day-to-day expenses with longer-term priorities, and steps you can take to reach your goals.
Breaking down the LGBTQ+ wealth gap
Understand the key themes, potential barriers, and how financial planning may look different for you or your loved ones.
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Financial planning for LGBTQ couples
Legal protections and financial benefits for LGBTQ+ couples can vary across states. Learn what to look for when creating a plan.
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Estate planning for families with LGBTQ+ loved ones
Set yourself up for a smooth transfer of wealth by understanding how to plan for married and unmarried LGBTQ partners.
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7 steps to learn how to budget
See how tracking expenses can help you save more. Pick the tool that's right for you, track your money, and set goals.
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How much do I need to retire?
Get help with building a savings plan based on your goals. Plus, learn factors that can impact progress and ways to catch up.
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Invest in My Education (ME)SM
In 2023, we rolled out the Fidelity Scholars Program to help underrepresented and historically underserved students pay for college, improve economic mobility, and build generational wealth. Learn how to apply today.
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Creating a diverse and inclusive workplace
We’re happy to share that we received an Equality 100 score in the Human Rights Campaign’s, opens in new window 2023–2024 Corporate Equality Index, which recognizes leadership in LGBTQ+ workplace inclusion.
Ready to take action? Get more help managing your money.
Do you have a Fidelity benefits account offered by your employer?
Access your 401(k), 403(b), ESPP, and other savings accounts. You can also find support, help, and information.
Looking to start investing?
Whether you want to help your money grow for a goal in the next few years or later on, we can help you find an account that fits your plans.
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