Building savings

Saving for big goals doesn't have to feel overwhelming. We'll help you get there, step by step.

The Fidelity perspective

Track your long-term goals


Use our Planning & Guidance Center to explore investment strategies for your goals and monitor your progress.

 

Planning for the future

Get a financial checkup now

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.


Tips to save for any goal

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.


5 things to review annually

Plan for your family's future as you review your savings and investment strategies.

 

Creating your investment strategy

How to start investing

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.

 

Saving for retirement

Retirement saving strategies

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.

 


Diversifying your investments

Build a diversified investment strategy, then fine-tune your strategy at least once a year or whenever your situation changes.


Why diversification matters

See how diversifying your assets can help balance risk and reward.


Guide to diversification

Learn to how build a solid investment strategy to help realize your goals.

 

Examining your tax strategy

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

Invest with a digital advisor

Fidelity Go® is a digital managed account designed for investors looking for a simple, low-cost professional money management solution.

Save on ATM fees

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.

Ready to get started?