Building savings
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.
It just takes 5 minutes to see what you're doing right with your money ... and what needs work. Answer a few simple questions key to your future retirement, and get an action plan with next steps for where to put your next dollar.
It doesn't matter what your goal is. One of the best ways to save for it is to set up automatic deposits, even if it's only a little bit at a time.
Plan for your family's future as you review your savings and investment strategies.
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.
When it comes to saving for retirement, starting early and contributing enough to reach your company match can help you reach your goals. Also, tax-advantaged accounts can help make the most of your contributions.
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.
Tax-efficient investing
Who doesn't want to keep more of what they earn? Create a plan designed to help reduce taxes on your investments.
Charitable giving
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
Fidelity Go® is a digital managed account designed for investors looking for a simple, low-cost professional money management solution.
A Fidelity® Cash Management Account is an alternative to a traditional bank checking account with all ATM fees reimbursed. Plus, no monthly fees.
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.
