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Life Events
Focus on Your GoalsFocus on Your InvestmentsAdditional Resources |
Plan Your Financial Goals |
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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 ReviewStraightforward strategies and suggestions to help guide you in structuring your portfolio to meet your needs. ![]() Fidelity Retirement Income PlannerLet 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. |
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