Financial Well-being

(e.g., emergency savings, new home, car, vacation, baby, college, etc.)

• Get help with your short-term savings by using Fidelity’s Goal Booster feature. Simply answer a few questions to get started.
• Through Fidelity’s Goal Booster, you can find features like the savings comparison tool, digital goal tracking, real-time money movement, and Goal Defenders to help you reach your short-term savings goal. Goal Booster is purposefully built to help you save successfully.
• Save time and money by automating your savings using Goal Booster to help you reach your goal.

Via Fidelity’s website at NetBenefits.com.

Fidelity’s workshops can help you brush up on your financial literacy and reach your goals at the same time. Workship topics include helpful ways to manage debt, making the most of your money, and covering the basics of saving. Attend any workshop you want whenever you want.

Contact Mike Kitto by calling 800-603-4015

• Meet Mike Kitto (Fidelity financial consultant) in his one-minute video introduction (see link in the text box on this webpage)
• Take the Financial Health Check-up to find out where you are in achieving your financial goals. Your check-up report card shows how you scored in four categories: Budgeting, Debt Management, Savings and Financial Protection. It also outlines what you’re doing well and makes recommendations for improvement.

• Take Fidelity’s 30-day, savings goal challenge
• Complete your Financial Health Check-up to find out where you are in achieving your financial goals. Your check-up report card shows how you scored in four categories: Budgeting, Debt Management, Savings and Financial Protection. It also outlines what you’re doing well and makes recommendations for improvement.
• Watch and listen to helpful videos
  • Overview of financial wellness resources available from Fidelity (3:38)
  • Fidelity Goal Booster – hint: interactive worksheet
  • Fidelity Goal Booster video (1:17) – hint: learn how to create an emergency savings or to save for a short-term goal
  • Deal me out of credit card debt (0:41)
  • Take control of debt (8:01) – hint: learn more about avalanche and snowball methods
  • What’s a 401(k) company match? (0:53) – hint: learn about a company benefit that adds up to free money for you
  • How to save for a goal (4:51)
  • Saving for a goal (4:51) – hint: easy steps to save for a short-term goal
  • Pre-tax or Roth IRA? (0:48) – hint: how to save tax-free money
• Fidelity money tips, tools and resources
• Other resources