Take Charge of Your Future
Make the financial choices today that will shape the life you’ll live tomorrow.
Resources
Complete seminar materials, plus next steps if you want to go deeper.
Quick Start
- Schedule a 1:1: Meet with Robert Perry, Director of Participant and Employer Services
- Download the slides: Seminar Presentation
- Do a quick check-in: Visit Your Financial Wellness Dashboard
Fidelity Resources
Income, Spending, and Saving
- Plan Your Pay Activity Sheet
- Savings and Spending Checkup
- How Much to Save for Emergencies
- Power of Small Amounts
Debt
- Student Debt Resource Hub
- The ABCs of 529 savings plans
- Managing Your Debt Activity Sheet
- Debt Payoff Strategies (Snowball vs Avalanche)
Credit Scores
- Check your credit score: Annual Credit Report | Creditkarma | Credit.com
- Contact one of the 3 credit bureaus to request a fraud alert or credit freeze (Equifax at 800-525-6285, Experian at 888-397-3742, or TransUnion at 800-680-7289)
- 8 Ways to Help Improve Your Credit Score
- Understand Credit Scores
Estate Planning
- Fidelity Estate Planner tool (including an attorney databse)
- Estate Planning Checklist
- Fidsafe (Fidelity's secure document storage tool)
RPB Resources
- MyRPB for Participants (personal account access)
- IRS Contribution Limits
- Contribution changes (Talk to your employer and use this sample form)
- Investment Choice Guide
- Pre-Tax vs. Roth (Post-Tax) Contributions
- Insurance Options Through RPB
- Plan Narrative
Talk to Us
- Call RPB Participant Services (contributions, investments, and more)
- Fidelity Coaches (habits, budgeting, debt, money routines)
- Fidelity Retirement Planners (retirement readiness)