Life Events

Whether you're adjusting to change or celebrating a milestone, we can help you navigate it. Get the clarity and know-how you and your family need to move forward with confidence. 


Getting, changing, or losing a job

Job changes can be emotionally and financially challenging. Learn how to set yourself up for success and less stress.


Aging well

None of us welcomes the aging process but it's important to identify your priorities and talk to your loved ones about housing, health care, and your estate.


Caring for aging loved ones

How do we plan for longevity and how can we—and those we love—live safely and independently for as long as possible?


Marriage and partnering

Love and commitment come with a host of decisions to make. Be as thoughtful about your shared future as you are about your wedding day.


Navigating the college journey

Saving is often top of mind. Here are some other things to consider from middle school to high school and how to approach student loans.


Losing a loved one

Dealing with grief is a top priority when losing someone dear but there are key logistical and financial considerations to keep in mind too.


Buying a home

Owning a home is an important goal for many. Learn about smart borrowing strategies, how to find the right place for you, and what makes a successful closing.


Having or adopting a child

Bringing a child into your life can be exciting and overwhelming. Here's how to prepare emotionally, logistically, and financially.


Getting divorced

Navigating a divorce involves more than deciding who gets what. Make it easier for yourself with the appropriate planning, patience, knowledge, and self-care.


Illness and injury

Get a handle on the logistics and the emotions from insurance and work benefits to budgeting and medical bills to making informed decisions.


Preparing for and living in retirement

Here's how to get your finances in order, say goodbye to work, and wrap your head around Medicare and Social Security.


Major purchase

Cars, vacations, and home renovations: Here's how to plan for these big commitments from research to decision-making to covering the costs.

Clarity begins with a conversation

Contact Fidelity today for 1:1 guidance during life's big decisions. We believe in making the complex simpler, because we want you to be confident about the decisions you make—next week, next year, and beyond.