Saving for big goals doesn't have to feel overwhelming. We'll help you get there, step by step.
The Fidelity perspective
- Planning for the future: Automatic deposits and transfers can help you stay disciplined.
- Creating your investment strategy: Investing may help you reach your goals faster.
- Saving for retirement: Save as much as you can through 401(k)s, IRAs, and other retirement accounts.
- Diversifying your investments: Spreading your investments across multiple asset classes can help boost long-term returns.
- Examining your tax strategy: Be aware of how taxes will affect your money, and manage the impact where possible.
Use our Planning & Guidance Center to explore investment strategies for your goals and monitor your progress.
Plan for your family's future as you review your savings and investment strategies.
Saving & investing for a child
See the account options that fit a child or grandchild’s specific savings needs – and open one that’s right for you.
Learn how to pick investments and build a portfolio that’s appropriate for your feelings about risk.
The 3 A's of successful investing
You're more likely to achieve your goals with a strategy grounded in the three A's: amount, account, and asset mix.
It all starts with seeing what's possible. We can help you bring your goals into focus and create a clear plan with actionable steps that leaves you feeling good.
Choosing the right investments for your IRA
Opening an IRA can be an important step in implementing a retirement savings plan and can help you meet your goals of investing for growth, income, or both.
Build a diversified investment strategy, then fine-tune your strategy at least once a year or whenever your situation changes.
See how diversifying your assets can help balance risk and reward.
Learn to how build a solid investment strategy to help realize your goals.
Who doesn't want to keep more of what they earn? Create a plan designed to help reduce taxes on your investments.
Create a smarter charitable giving strategy designed to make an impact. Fidelity Charitable® can help you increase what you give and potentially reduce your tax burden.
Fidelity resources to help build your savings
Discover low-cost money management
Fidelity Go® is a robo advisor designed for investors seeking simple, low-cost* professional money management.
Our cash management account gives you flexibility to access your cash whenever you need it while still allowing you to put your money to work.
Save for retirement with a Fidelity IRA
Have you maxed out your 401(k)? A Fidelity Roth or Traditional IRA gives you another tax-advantaged way to save.
Diversification and asset allocation do not ensure a profit or guarantee against loss.
The Fidelity Cash Management account is a brokerage account designed for investing, spending and cash management. Investing excludes options and margin trading. For a more traditional brokerage account, consider the Fidelity Account.
Fidelity Go® provides discretionary investment management, and in certain circumstances, non-discretionary financial planning, for a fee. Advisory services offered by Fidelity Personal and Workplace Advisors LLC (FPWA), a registered investment adviser. Brokerage services provided by Fidelity Brokerage Services LLC (FBS), and custodial and related services provided by National Financial Services LLC (NFS), each a member NYSE and SIPC. FPWA, FBS and NFS are Fidelity Investments companies.