Issue 2 - July 2008 | Print Newsletter

A Flight Plan for the Future

Although Peter Copeland plans to work a bit once he retires in seven years, it will be on his terms. He plans to remodel houses, renting some and selling others, which he’s done part-time for the past 30 years. He looks forward to being his own boss so he can do what he wants on his own timetable.

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Take an Asset Allocation Workshop

Free online workshops on Fidelity’s
e-learning catalog can help you learn about choosing and managing your investments.

Take Action

 
What’s Your Pie? A Guide to Asset Allocation
One way to help protect yourself from market ups and downs is to develop an asset allocation strategy. But if you think it’s too complicated, look again. The basic rules are simpler than you think.

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What Kind of Investor Are You?
Discovering what kind of investor you are can help you choose the right investment mix. There are multiple factors to consider.

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Assess Your Appetite for Risk
How much risk can you tolerate with your investments? Select the points that correspond to your answer to get a better idea of what type of investor you are.

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How to Plan a Vacation
What’s the most important part of a successful vacation? Sightseeing? Great meals? Fun activities? You might be surprised to learn that vacation experts and financial planners say it’s none of the above.

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Can You Guess?
Test Your Knowledge about Your 401(k) Plan.

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