Planning & Guidance Tools
Planning for retirement and other savings goals can be intimidating, but it’s not as tricky as it seems. Whether you’re a do-it-yourself kind of planner or just curious about how investments work, Fidelity has resources to help. Combined, these resources can help you plan and save for your future.
If you need help planning or saving for life’s milestones such a retirement, buying a house, or saving for college, you have access to a Fidelity Financial Advisor at no additional cost to you by calling 866-602-0636 from 8:30 a.m. to 8:30 p.m. ET.
If there is a Fidelity Financial Planning Center in your area, you even can schedule a one-on-one session at no additional cost to you.
Free Planning & Guidance
Personalized investment recommendations are available through the Planning & Guidance page on NetBenefits.
Just enter some personal financial information. Then you’ll get an individual retirement outlook, along with change suggestions that could increase your expected retirement income or help optimize your portfolio’s risk. You can even include outside retirement accounts and adjust your risk preference to tailor your advice even further.
Click here to watch a video overview on how to use the Planning & Guidance Center to help you create a holistic retirement plan and monitor your progress.
By using the tools on NetBenefits, you can take the guesswork out of saving for retirement and assist in building an income strategy to meet your needs.
Some of the tools focus on:
- College Savings
- 401(k) contributions
- How to Save
To use these tools and a lot more, go to NetBenefits, click Menu and select Tools.
Through the NetBenefits Library, you can access articles, workshops, webinars, and more based on your interest and financial goals.
Some of the topics focus on:
- Budgeting and Debt Management
- Personal Finance
- Managing Life Events
To use these resources and a lot more, go to Planning & Guidance, click Menu and select Library.
Access NetBenefits On the Go
You can download the NetBenefits app to manage/view your K-C retirement plans and access Fidelity’s tools and resources directly from your phone.