Living in Retirement: Stay Focused on Your Goals

Check in on a regular basis

Even after you've retired, staying engaged in your portfolio with regular check-ins—as your needs change, the market changes, or other factors influence your objectives—is an important part of maintaining your retirement strategy and making your money last. By using our time-saving tools and services, you can help keep your portfolio aligned with your goals, with plenty of time left to enjoy your retirement.

  • On your schedule – Sign up for custom alerts for account and trade activity, money movement, bond and CD maturity, and much more.
  • Every 6 months – Make sure your portfolio matches your current situation and target asset allocation.
  • Every 12 months or if your situation changes – Reassess your budget and expenses from the past year.
  • Every few years or if your situation changes – Review your will and estate plan. It’s critical that you have an up-to-date plan when your money is passed down to your heirs.

Customer stories: A Granddad finds his someday

Dudley thought his finances wouldn't let him move closer to his grandkids. Fidelity helped him find a way.

Watch Dudley's story (1:02)

*This customer story may not be representative of the experience of all customers and does not guarantee future results. The information provided is general in nature, is provided for informational purposes only, and should not be construed as investment advice. The products and services described above are provided solely on behalf of Fidelity Brokerage Services LLC.

Next steps

Retirement Distribution Center
View, track, and manage distributions from your retirement and inherited retirement accounts.

Estate Planning
Learn the basics of estate planning, strategies to consider, and how to maintain your estate plan.

Call us at 800-343-3548