- > Overview >
Life Events
- Getting Started
- Marriage
- Changing Jobs
- Moving
- New Child
- Major Purchase
- New Wealth
- Turning 50
- Elderly Parent
- Retirement
- Loss of a Loved One
Focus on Your Goals
Focus on Your Investments
Additional Resources
Plan Your Financial Goals
We believe that a goal-based, diversified portfolio — with specific assets assigned to specific priorities — improves your changes of reaching your goals.
The following tools developed by Fidelity will guide you towards structuring your portfolio to meet your needs:
Portfolio Review
Straightforward strategies and suggestions to help guide you in structuring your portfolio to meet your needs.
Fidelity Retirement Income Planner
Let Fidelity guide you through the process of planning for life in retirement, from assessing the retirement risks you face to assisting you in developing a sound retirement income plan that may help your assets last throughout your lifetime.
Fidelity Guidance Tools: The tool's illustrations result from running a minimum of 250 hypothetical market simulations. The market return data used to generate the illustrations is intended to provide you with a general idea of how asset mixes have performed historically. Our analysis assumes a level of diversity within each asset class consistent with a market index benchmark that may differ from the diversity of your own portfolio.
Important: The projections or other information generated by the tools regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results and are not guarantees of future results. Results may vary with each use and over time.
Not a Fidelity Customer?
 |
© 1998–2011 FMR LLC. All rights reserved. Terms of Use Privacy Security Site Map |