Financial Well-Being Toolkit
Ready to take control of your finances? This toolkit is designed to help you access valuable tools and resources to improve your financial knowledge.
Explore educational videos to learn more about money management and gather insights into your financial situation with these interactive tools. Whether you are just starting to build your first budget or are looking to plan your long-term savings strategy, these planning resources and tools can help you to reach your goals.
Budgeting for Financial Wellness
Our introductory Financial Toolkit is a useful tool for starting on your financial journey. Build a solid foundation by making the most of your income by saving for a short-term goal, managing your spending, or budgeting. Tackle any financial challenge head on with our stress-free financial wellness resources!
Financial Fundamental Video Series
Explore this list of video resources to learn about financial fundamentals, including emergency savings, and general debt management.
1-7 min. per video
Saving for Your Goals
Explore this list of video resources to get help on saving for more short-term goals like getting married or a car purchase.
1-8 min. per video
Budget Check-Up
See how your actual savings and spending habits compare with Fidelity’s guidelines and learn how you can improve your budget. Check your budget here.
5 min.
Maximize Your Savings
Meet your savings and retirement goals by maximizing contributions to your retirement savings plan in 2025.
5 min.
Financial Wellness Check-Up
Get a more in-depth review of your current financial needs with this interactive assessment. Please note: this tool requires a Fidelity login due to data personalization.
10 min.
Preparing for Big Life Events
Whether you’re in the market for a new car, job or house, you’ll want to make sure your finances can keep up with you. The same goes for personal life events, such as marriage or medical emergencies. Explore the resources below for support on life’s big financial decisions.
Saving for the Big Moments
Explore this list of video resources to learn about retirement savings, buying a home, getting married and other big financial decisions.
1-8 min. per video
Retirement Income Calculator
We’ll help you explore ways to see how much money you could have every month, using a mix of potential income and savings. Explore your potential retirement income.
5 min.
Social Security Benefits Calculator
Compare estimated monthly and lifetime social security benefits and see how other factors may affect your benefits amount. Get started with Fidelity’s calculator.
2 min.
Life Events Resource
Learn how Fidelity can help with life events that could impact your overall financial health. Please note: this tool requires a Fidelity login due to data personalization. Learn more here.
Working on Long-Term Financial Health
Are you already confident in your financial skills and interested in becoming more involved? Our Intermediate Financial Toolkit is where you should start if you are looking for ways to make your money go the extra mile or are managing complex financial issues such as student debt, your credit score, and investments. Start building long-term financial independence today.
Tackle any Type of Debt
Explore these video resources to learn about student and credit card debt management and how you can improve your credit score.
1-8 min. per video
Plan for the Long-Term
Explore this list of videos to learn about long-term money management, such as investing or planning for retirement
1-8 min. per video
Improve your Student Debt
Use this tool to tackle your student debt and model different scenarios to see how you can contribute towards your loan and improve your debt. Please note: this tool requires a Fidelity login for full access due to data personalization.
15 min.
Financial Wellness Dashboard
Get a holistic view of your financial picture in one place, create and track savings goals, and build a plan that can help you stay on track to reach your goals. Please note: this requires a Fidelity login due to data personalization. Get started.
15 min.