Financial Wellness Checkup More resources 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. Hands-on tools Explore ways to maximize your mo...
A regularly scheduled checkup can keep your finances on track as you work toward your goals. 2: Evaluate your asset mix Your checkup is a great time to reconsider your mix of stocks, bonds, and cash. As a starting point, check to make sure that the target you've set matches your ...
or move money between investments. TIP Click into your “Message” box to check the status of fund transfers and for other important information about your account. For illustrative purposes only. 1 Read timely feature articles on topics to help you ...
Individual policies let you fine-tune the amount of coverage and the length of term, but usually require a medical checkup. That's because insurance companies want to assess your risk factors and likelihood that they'll need to make a payment to your loved ones. Group policies, on the ...
Get a budget checkup See how to bucket expenses as you create a budget. More on work and money Get guidance for career turning points. Subscribe to Fidelity Smart Money℠ What the news means for your money, plus tips to help you spend, save, and invest. All fields are required....
One more thing: Your annual review should also include a simple check of your insurance beneficiary designations to see whether they're up to date. 4. Am I preserving my assets? Use your annual review to make sure you have an estate plan, and that it continues to reflect your family sta...