Working & Saving
Introduction
It is important to have a financial roadmap during your working years to pursue your present goals and your future retirement goals. Take advantage of the variety of resources and tools available to you to build your financial roadmap.
Life Happens
We all know life can be quite a rollercoaster ride. Ups and downs are bound to happen and when they do, the resource gathered here may help with navigating the changes.
Life Events is part of the planning resources that Fidelity provides for County employees. The partial list below covers only some of the life events that are included in this valuable resource.
- Starting a family – How to prepare financially and emotionally.
- Income reduction or job change – Regrouping after a setback and making a plan.
- Buying a home – How to build a team to find the best home for you.
- Navigating the college journey – From applying to how to pay for it.
- Caring for a loved one – How to make smart decisions about care, insurance, and more.
- Getting a Divorce – Navigating a divorce involves more than deciding who gets what.
Tools to Help You Save and Prepare (Login to NetBenefits may be required)
- Automatic Increases - The Annual Increase Program allows you to increase your contribution amount by a certain amount each year.
- Update Your Beneficiaries - Things change. Be sure your beneficiaries are up-to-date.
- Financial Wellness Checkup - Track all your accounts in one place for a clearer look at where you stand. See what's coming in, where it's all going, and how you're doing.
- Meet with the County's Dedicated Fidelity Workplace Financial Consultant - Tia Scott
- Personalized Planning & Advice
- Personalized Planning & Advice - see how it works
Useful Links
Did You Know?
You can transfer funds from your deferred compensation accounts (401k and 457) to pay for a Prior Service Purchase in a qualified retirement system.
