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Personal Finance

A simple rule for saving and spending

Where does your money go?

You don’t need to manage every penny. See where your money goes using three categories.

Managing memory loss

The challenges are emotional and financial. How to spot dementia early and learn to cope.

Last-minute tax tips

How to help avoid mistakes, speed up a refund, and save some of what you get back.

Estate planning tips

How to make the most of higher exclusions, and a popular portability provision.

Wealth Planning

What a trust can do

Is your financial situation “trust” worthy?

Why a trust may help you do much more than potentially reduce estate taxes.

See all Wealth Planning articles

Tips on a windfall

Resist spending, take your time, talk to experts and your family, then set priorities.

Life and Money

How to pay off debt

Paying off debt is important. Here are tips on what to pay off first, and why.

See all Life and Money articles

The first step - talk

How one couple got their family comfortable talking about money and aging.

Tax Strategies

Take on tax returns

This year’s tax-filing season could be especially challenging, so get started early.

See all Tax Strategies articles

Giving strategies

Four tax-savvy strategies that can help you make the most of your giving this year.

Health Care and Wellness

Long-term care costs

Long-term care can be pricey, but insurance may be able to help. Find the right plan.

See all Health Care & Wellness articles

Retiree health costs

Our estimate is $220,000 for a couple, which is unchanged from 2013, but still daunting.

College Planning

ABC's of 529 plans

They offer one of the biggest bangs for a college buck. Learn how to make the most of one.

See all College Planning articles

Smart 529 spending

Ready to start spending from your 529 college savings plan? Find out how to do it right.

Viewpoints on the iPad

Get our latest articles, and manage your portfolio and deposit checks.

Download the Fidelity iPad App.

Ask Fidelity

Our retirement team answers top questions from customers.

Retirement Roadmap

Next Steps

Before investing, consider the funds' investment objectives, risks, charges, and expenses. Contact Fidelity for a prospectus or, if available, a summary prospectus containing this information.  Read it carefully.

Past performance is no guarantee of future results.

Investing involves risk, including risk of loss.

Options trading entails significant risk and is not appropriate for all investors. Certain complex options strategies carry additional risk. Prior to trading options, please read Characteristics and Risks of Standardized Options, and call 800-343-3548 to be approved for options trading.  Supporting documentation for any claims, if applicable, will be furnished upon request.
1. Guarantees are subject to the claims-paying ability of the issuing insurance company. This contract is irrevocable, has no cash surrender value, and no withdrawals are permitted prior to the income start date.