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Browsing Tag

Fidelity

21 posts
PPersonal finance
401(k) Savings Benchmarks for Millennials: How Your Retirement Fund Stacks Up
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401(k) Savings Benchmarks for Millennials: How Your Retirement Fund Stacks Up

  • September 25, 2026
Millennials who’ve stayed in the same 401(k) for at least five years have balances well above the generation-wide…
PPersonal finance
Fidelity says average 401(k) balances surged 11% to a record $155K in Q2 — why some savers are falling behind
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Fidelity says average 401(k) balances surged 11% to a record $155K in Q2 — why some savers are falling behind

  • September 6, 2026
If you have a workplace retirement savings account, then you might be happy to hear that — despite…
BBusiness
Partners Group to buy Fidelity Life for $630m in deal that will see an Asian giant get a larger slice of the NZ life insurance market
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Partners Group to buy Fidelity Life for $630m in deal that will see an Asian giant get a larger slice of the NZ life insurance market

  • September 4, 2026
In 2022, it bought BNZ’s life insurance business, shortly before it was sold to Daiichi for $1 billion.…
PPersonal finance
Fidelity’s 401(k) benchmark leaves many 50-year-olds short
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Fidelity’s 401(k) benchmark leaves many 50-year-olds short

  • August 20, 2026
Fidelity Investments’ first-quarter data puts the average balance in employer-sponsored 401(k) retirement plans for savers aged 50 to…
HHealthcare
Fidelity (FHLC) vs. iShares (IXJ): Which Healthcare ETF Delivers Better Value?
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Fidelity (FHLC) vs. iShares (IXJ): Which Healthcare ETF Delivers Better Value?

  • June 27, 2026
Fidelity MSCI Health Care Index ETF (NYSEMKT:FHLC) offers a low-cost, domestically focused portfolio, whereas iShares Global Healthcare ETF…
PPersonal finance
Average 401(k) Balances in Your 50s: See How Your Retirement Savings Compare and What Affects Your Total
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Average 401(k) Balances in Your 50s: See How Your Retirement Savings Compare and What Affects Your Total

  • June 25, 2026
Credit: courtneyk / Getty Images Key Takeaways The median retirement balance for middle-income workers in their 50s is…
PPersonal finance
You Won’t Believe How Many Americans Over 55 Have Less Than $50,000 Saved
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You Won’t Believe How Many Americans Over 55 Have Less Than $50,000 Saved

  • June 20, 2026
Quick Read Over 26% of Americans aged 55 to 64 have $50,000 or less saved, which generates just…
PPersonal finance
Fidelity, Vanguard and BlackRock are all adding annuities to 401(k) plans — betting retirees want pension-like income
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Fidelity, Vanguard and BlackRock are all adding annuities to 401(k) plans — betting retirees want pension-like income

  • June 13, 2026
If you crave more predictability when you retire, a trending 401(k) plan option could be the answer to…
PPersonal finance
My wife retired 2 years ago and I’m still working – is our $12 million net worth enough for me to join her in retirement?
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Transferring Retirement Accounts: Why Timing Your Move to Fidelity or Schwab Won’t Beat the Market

  • May 18, 2026
Transferring a retirement account between custodians is one of those mundane logistical tasks that triggers outsized emotional reactions.…
PPersonal finance
Retirement Account Balances Surged Last Year. Here's What Made the Difference
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Retirement Account Balances Surged Last Year. Here’s What Made the Difference

  • March 9, 2026
The average 401(k) and IRA balance rose 11% and 7%, respectively, between Q4 2024 and Q4 2025, according…
PPersonal finance
It's Nowhere Near $1 Million
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It’s Nowhere Near $1 Million

  • January 29, 2026
Millionaires are multiplying inside America’s 401(k)s, and headlines are throwing a party. But buried beneath the celebration is…
PPersonal finance
Americans’ Top 3 Money Fears Heading Into 2026, According to Fidelity
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Americans’ Top 3 Money Fears Heading Into 2026, According to Fidelity

  • January 11, 2026
Delmaine Donson / iStock.com Despite a turbulent year, most Americans feel financially stable. A recent Fidelity survey found…
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