Coming soon, the new Planning & Guidance Center

An exciting update is coming to our planning tools. This new experience brings together retirement planning with investment guidance to help you more easily plan for and monitor progress towards your financial goals.

What this means for you

After this update, some of the tools you may have used before will no longer be available, including:

  • Retirement Income Planner
  • Retirement Quick Check
  • Portfolio Review
  • Income Simulator

Don't worry, if you've used any of these tools in the last few years, your information will be reflected in the new experience.

New features

The Planning & Guidance Center combines the best features from our most powerful tools. With this new experience, you can:

  • Get a holistic view of your retirement savings plan with easy-to-follow charts, graphs, and analysis.
  • Monitor your plan's progress,explore potential changes, and review different investment strategies.
  • View a summary of changes that you explored during your session and print a report for clear next steps to consider.

Preview the new experience to see how it can help you plan for retirement and get an investment strategy.

Guidance provided by the Planning & Guidance Center, Retirement Income Planner, Retirement Quick Check, Portfolio Review, and Income Simulator are educational in nature, are not individualized, and are not intended to serve as the primary basis for your investment or tax planning purposes.
IMPORTANT: The projections or other information generated by Fidelity’s Planning & Guidance Center Retirement Analysis, 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.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917