New Wealth

After receiving a considerable sum of money, you have the challenge of determining how to use and invest your new wealth. The following information can assist in the decision-making process.

Goal planning

Plan:

• Envision your financial goals and timeframes for the money's use.
• Use the Investment Growth Calculator to see the impact saving can have.
• Manage potential changes to your budget with the Budget Worksheet.
• Give to your favorite causes with the Charitable Gift Fund^SM*.

Act:

• Retirement & Guidance Overview
  Fidelity offers a suite of investment guidance tools designed to help you achieve your lifetime goals.

Investment planning

Plan:

• If you would like professional management of your assets within a model mutual fund portfolio and have more than $50,000 to invest in an account, visit Portfolio Advisory Services.^SM

Act:

• Use the Fund Evaluator^SM and Intraday Stock Screener to research and help you select your investments.
• Open a Fidelity Account^SM to facilitate cash management and invest in mutual funds, stocks, and bonds.

Estate planning

Plan:

• If you are an inheritor, visit the Estate Planning Tools & Resources to Get Started for information about how assets pass to inheritors and how to initiate a transfer.
• Model estate planning strategies, estimate your estate taxes, and obtain information on implementing your plan with the Estate Planning Action Center.^SM
• Update the beneficiaries on your Fidelity accounts.

Tax planning

Plan:

• For assistance with tax preparation, visit the Fidelity Tax Center.

• *Fidelity Investments Charitable Gift Fund is a public charity and a donor-advised fund. Various Fidelity Investments companies provide investment management and administrative services to the fund.