“Plans are nothing; planning is everything.” –President Dwight D. Eisenhower

This statement can be applied to so many aspects of life but most importantly to your finances. You may have big plans for your savings but have you done the planning to see those ideas become reality?

Thankfully Fidelity has resources available to all of our plan participants so goals and dreams can happen with a little savvy planning. Fidelity’s Net Benefits website, www.nb.fidelity.com, now offers a comprehensive Summary Planning tool which shows a complete financial picture of your Individual Account Plan savings so you can make those big plans you’ve dreamt of. The Summary Planning tool is different from an overall retirement planning tool because it is specifically designed to help you plan for big events or big purchases.

After logging into Fidelity’s Net Benefits with your credentials, click on the Planning Summary link to begin setting goals for your money. Do you want to buy a second home soon? Are you hoping to take your family on a big vacation? Here you will be able to view and track the progress your money is making toward your goals and learn investment strategies to help meet those goals. Conveniently, you will be able to see all of your account information in one location to get an overall view of your finances.

So, go ahead and make some plans because Fidelity can help you with the planning! Scan this QR code to be taken directly to Fidelity’s Planning Summary page.