• Print
  • Default text size A
  • Larger text size A
  • Largest text size A

Personal Finance

Naming the right trustee

Name the right trustee

Who you name as a trustee for your estate can have significant financial implications.

4 ways to simplify

A few small changes can help you save more and give your money a chance to grow.

Savvy year-end charitable moves

Make the most of your giving this year. Learn how to be strategic and save on taxes.

Smart 529 spending

The right way reduces taxes, avoids penalties, and doesn’t jeopardize financial aid.

Wealth Planning

Giving to loved ones

Plan properly and understand the potential tax implications when giving financial gifts.

Estate planning to dos

Almost everyone may benefit from an estate plan, regardless of how much money they have.

See all Wealth Planning articles

Life and Money

Ten things to do before year-end

Time for a financial reality check: Size up your portfolio, prep for 2015 taxes, donate, and save more.

Protect yourself online

How to help keep your identity, money, and privacy safe—online and on your phone.

See all Life and Money articles

Tax Strategies

10 savvy year-end tax strategies

Smart strategies that may help save you money and make tax-filing time less stressful.

Tax-deduction tips

You don’t have to read the entire tax code to find deductions that may lower your taxes.

See all Tax Strategies articles

Health Care and Wellness

Medicare options

Get answers to questions about eligibility, choices, costs, and when and how to sign up.

Long-term care and you

Learn to navigate the costs, shifting coverage options, and insurance policy features.

See all Health Care & Wellness articles

College Planning

Student loan guide

The more you save, the less you have to borrow. Here are tips for parents and students.

Saving for college

Are you saving enough for college? Explore your options, try different scenarios, and start now.

See all College Planning articles

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.
Guidance provided by Fidelity through the Planning & Guidance Center is educational in nature, is not individualized, and is not intended to serve as the primary basis for your investment or tax-planning decisions.
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.