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Financial Wellbeing Toolkit

 

 

Quarterly Spotlight: Balancing Financial Priorities

Saving for a Major Purchase

Have something big on the horizon? Make sure you have funds set aside to prepare.

 

 

Save for a Purchase

Life Events

Life happens! From family and home to health and retirement, use this guide to be more informed about the decisions you’ll make along the way.


Fidelity Life Events

Managing Your Money

This video will walk you through tips for controlling spending, saving and investing.

 

 

Managing Your Money

Managing Student Debt

Lingering student debt can make it difficult to save for other financial goals. Use these tips to help you manage.

 

 Student Debt Resources

Budgeting and Debt

Creating a Budget

Understand your spending with this budget activity sheet.

 

 

 

Create a Budget

Understanding Debt

To get a handle on your debt, it’s important to know what you owe. Take this first step towards ditching debt.

 

 

Debt Worksheet

Managing Debt

Track what you owe and use the debt pay off calculator on Fidelity NetBenefits®.
 


Take Control of Debt

Credit Card Tips

Building credit is a useful tool when managing your finances. Check out these tips to help make credit cards work for you.

 

Credit Card Tips

Retirement Saving and Investing

How to Start Investing

Want to begin investing but not sure where to start? This video will walk you through the basics.

 

Investing for Beginners

Market Volatility

Get the latest insights from Fidelity on market volatility.

 

 

Market Volatility

The Power of Small Amounts

Use this calculator to see how a small change now can make a big difference in the future.

 

The 1% Difference

Income in Retirement

Quickly estimate your monthly retirement income, with ways to help improve your cash flow.

 

Retirement Income Calculator

Saving for a Goal

Fidelity Goal BoosterSM

Set your goals, track your progress and celebrate your milestones with Fidelity Goal Booster.

 

Fidelity Goal Booster

Emergency Fund

Make sure you have some emergency funds set aside for when life happens.

 

 

Calculate Your Goal

The 50/15/5 Guideline

A simple guideline for balancing your essential expenses, discretionary spending and savings goals.

 

Evaluate Your Spending

Financial Wellness Checkup

Evaluate where you stand today and get next steps to help you improve your financial health.

 

Take the Checkup

 

Resources

 

Visit NetBenefits

View and update your 401(k) contributions, investments, beneficiaries and more.

 

HParrow2.pngNetBenefits

 

Today’s Financial News

View the top headlines to help you make the best decisions for your money.

 

HParrow2.pngTop Headlines


Meet with Fidelity

Receive complimentary 1:1 support for your planning, retirement savings and investment decisions. Call
1-800-603-4015 to speak with a Workplace Planning Consultant.

 

 

Questions?

Contact the HP Retirement Service Center at 1-800-457-4015. Representatives are available Monday through Friday (except most New York Stock Exchange holidays) between 5:30 a.m. and 9:00 p.m. PT.

 

Investing involves risk, including risk of loss.

IMPORTANT: The projections or other information generated by Fidelity Retirement Income Calculator 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.

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

Fidelity Brokerage Services, LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
© 2025 FMR LLC. All rights reserved. 
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