Estimate Time5 min

Event resources: 5-step tune-up for a fresh money mindset

Key takeaways

  • Understand how taking inventory of your accounts can help set you up for success.
  • Explore resources for catch-up contributions depending on eligibility and other investment opportunities.
  • Learn the difference between financial planning and investment management and which types may be right for you.

We hope you enjoyed the Women Talk Money: 5-step tune-up for a fresh money mindset event. Here are the resources shared during the event and throughout the presentation.  

Event resources 

4 Reasons to consolidate your accounts​
Find out how putting savings and investments in one place can save time and money.

How much to save for an emergency​
Learn how much you may want to save for emergencies and other ways to plan for the unexpected.

Ways to max out your retirement savings​
Consider saving in tax-advantaged accounts to give you more options for your future.​ ​ 

How to balance debt, saving, and investing
Looking for ways to prioritize your money moves? This step-by-step guide can help you decide what to tackle first.​ ​ 

Resources to help manage debt​
Whether your goal is to pay it down, avoid it, or better understand credit card debt – head here read up on managing debt.​ ​ 

Ready to create a plan for your finances?
Start today.​ Make progress toward your goals on your timeline. Learn more about how we can help you create a financial plan.

Interested in opening a brokerage account?​
Consider The Fidelity Account® to help you get started and grow as an investor.​ ​ 

Fidelity Managed Account options
From digital options to working with a dedicated Fidelity advisor, browse to see which account may be right for you.​ ​ 

Learn more about how to start investing​
Investing can be complicated. This step-by-step guide helps break it down so you can invest with less stress.​ ​ 

Women’s guide to finding and working with a financial professional​
Because women need to plan differently for the future, we put together a guide with what to know about working with a financial professional.​ ​ 

WTM: Your guide to working with a financial pro​
Watch a recent WTM event where we share the ins-and-outs of building a productive partnership with a financial professional.​ ​ 

12 Tax changes you may need to know​
Find out what might look different on your 2024 return compared to last year.​ ​​ ​ ​ ​ ​ ​

Call us for help 

Have questions? Call 1-800–FIDELITY (800-343–3548) and ask us anything! Or click the “Get started” below to find a Fidelity professional near you.

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This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Fidelity does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation.

Fidelity advisors are licensed with Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through FPWA for a fee or brokerage services through FBS will depend on the products and services you choose.

"Fidelity Managed Accounts" or "Fidelity managed accounts" refer to the discretionary investment management services provided through Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser.  These services are provided for a fee. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS, and NFS are Fidelity Investments companies.

Effective March 31, 2025, Fidelity Personal and Workplace Advisors LLC (FPWA) will merge into Strategic Advisers LLC (Strategic Advisers). Any services provided or benefits received by FPWA as described above will, as of March 31, 2025, be provided and/or received by Strategic Advisers. FPWA and Strategic Advisers are Fidelity Investments companies.

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