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- With a clearer sense of your goals, intentions, and concerns, your financial professional can help you devise and document an appropriate asset allocation as well as a tax-sensitive investment strategy to help you invest in the asset classes and accounts that best suit your objectives and risk tolerance.
www.fidelity.com/learning-center/wealth-management-insights/investing-with-confidence
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5 days ago · Key takeaways. Research shows that investors who are motivated by a clear and inspiring mission are more likely to outperform their peers. Having a documented investment plan that articulates your goals, risk tolerance, and personal values can help you stay the course in times of uncertainty or volatility.
- How to set and achieve financial goals - Fidelity Investments
Create financial goals and then give your money the job of...
- How to set and achieve financial goals - Fidelity Investments
Sep 30, 2024 · Our team of advisers can help you achieve your investment goals, whether those relate to one-off events or more complex needs with ongoing support.
- Understand your essential expenses, your take-home pay, and your interest rates. It sounds basic—just getting a grasp on the actual numbers involved in your financial situation.
- Make a budget. To reach your financial goals, you'll have to make sure you're spending less than you make, and 1 of the easiest ways to do that is to make a budget.
- Maintain minimum insurance coverage through your employer. Insurance helps protect you from life's what-ifs. Ensuring you have enough coverage should be a high priority as you create your financial roadmap.
- Fund eligible medical expenses with pre-tax dollars. Health savings accounts (HSAs) and flexible spending accounts (FSAs) let you pay for eligible medical expenses with pre-tax dollars, effectively raising the value of your medical dollar by whatever your current income tax rate is.
- Start with a plan. At Fidelity, we believe creating a financial plan can provide the foundation for investment success. The financial planning process can help you take stock of your situation, define your goals and figure out practical steps to get there.
- Stick with your plan, even when markets look unfriendly. When the value of your portfolio falls, it's only human to want to run for shelter. But the best investors don’t.
- Be a saver, not a spender. While it’s easy to get caught up in the ups and downs of the market, it’s also important to think about how much of your income you are putting away for the future.
- Diversify. Fidelity believes one key foundation of successful investing is diversification (owning a variety of stocks, bonds, and other assets), which can help control risk.
Explore our 5 core investment principles designed to empower you with smarter investing decisions, from starting early to creating a lasting income plan.
We’ll discuss how to set and prioritize your list of financial goals, the importance of creating and refining a financial plan, how often to assess your progress, tax-planning ideas,...
- 7 min
- 999
- Fidelity Investments
Dec 29, 2023 · 1. Revisit your goals. “Before you do a deeper dive into your portfolio ask yourself some questions. What are your short, medium and long-term financial goals? Think about what’s important to you. Perhaps you’d like to invest more sustainably.
