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Financial Wellness Checkup
Every step toward progress counts. From tackling debt to saving for “what if” moments, if your workplace account is with Fidelity, see how you’re doing and get tips on how you can do even better.
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Hands-on tools

Explore ways to maximize your money and get step-by-step help with making decisions that fit your life and budget.

Money Tips

Find out how to make every dollar count by better balancing saving and spending priorities.

Helpful resources

Learn about what you want, when you want. From saving and investing to retirement, we’ve got it.
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How to prep for the unexpected
When life happens, like an unexpected bill or home/car repairs, don’t let it knock your goals off target. Find out how to set a little money aside with Fidelity Goal Booster so you can be better prepared for whatever may come your way.
Start preparing today
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30 days to better money know-how
Money lingo can be confusing. But our calendar helps to keep it simple with a new word each day. No more mysteries here – just plain talk to up your money game.
Get the calendar
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Building to retirement
Learn about common types of retirement plans, how to set one up, and what you should consider when deciding how much to save.
Find out more

More resources

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What’s an emergency fund? Opens in a new window

What you need to know about emergency savings.
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Which debt should I pay down first?

Discover which debts to prioritize first on your journey to financial wellness.
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4 tips for recovering from a financial setback

Begin to rebuild from a financial setback with these four money tips.
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Plan for your unique money goals

Find out how to take the next step toward making progress on your goals.
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How to do more with what you have
Get started with the financial wellness checkup to see how you’re doing, plus get small steps on how you can make progress. If your employer offers benefits through Fidelity, just log in below.
Take the checkup