The key to financial success is making, and sticking to, a plan. While it might seem daunting, a good plan provides the roadmap to achieving all of your goals — big and small. In this section of Master Your Money, we talk to people who are living out their personal plans and offer advice to those who want to create or refine their own.
Whatever your financial goals are, a plan will get you there.
ELEMENTS OF A PLAN
How to make a plan for your goals, no matter how big or small
Be mindful, stay well — and work on that financial plan
The 3 smartest steps to take with your money right now, according
to experts
EXPLORE THE GLOSSARY
We compiled a financial glossary of over 150 terms to help you understand your finances.
Plan
PRESENTED BY FIDELITY INVESTMENTS
3 people at 3 different stages of saving explain how they're working toward their big financial goals
REAL MONEY STORY
Talk Money to Me — Helping couples master those tough financial topics
'Money Dates' are the new way
to have open conversations about money with your significant other
Planning a wedding? Finance expert recommends planning a 'pre-prenup' conversation to create a financial operating agreement
Creating an investment plan can be as easy as planning a vacation. Here’s how.
MONEY COUNCIL ARTICLES
"We encourage people… to go deep and talk about their money stories." – Sandi Bragar, Aspiriant
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Cope with life’s unexpected moments
to secure your future.
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How to navigate financial products and build wealth.
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How to deal with
the burden of
student debt.
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Money Council
Financial Glossary
READ THE FEATURE
EXPLORE THE SERIES
EXPLORE THE SERIES
READ THE FEATURE
How to make a plan for your goals,
no matter how big or small
Be mindful, stay well — and work on
that financial plan
The 3 smartest steps to take with your money right now, according
to experts
MONEY COUNCIL ARTICLES
EXPLORE THE GLOSSARY
'Money Dates' are the new way
to have open conversations about
money with your significant other
Planning a wedding? Finance expert
recommends planning a 'pre-prenup'
conversation to create a financial
operating agreement
Creating an investment plan can be as easy as planning a vacation. Here’s how.
PRESENTED BY FIDELITY INVESTMENTS
Planning for
the Future in Uncertain Times
LEARN
PLAN
INVEST
THRIVE
Money Council
Financial Glossary
A millennial's guide to financial freedom
Plan
PRESENTED BY FIDELITY INVESTMENTS
EXPLORE THE SERIES
The burden of student-loan debt is one
of the most significant issues millennials face. Taking out a student loan is often the first financial decision a young person makes, but the ramifications of that
loan over time are not always widely understood. Master Your Money
launched with Learn, dedicated to helping millennials understand their options in managing student-loan debt. This section includes advice for repayment, as well as encouragement
for working towards other life goals.
READ THE FEATURE
3 people at 3 different stages of saving explain how they're working toward
their big financial goals
REAL MONEY STORY
ELEMENTS OF A PLAN
How to make a plan for your goals, no matter how big or small
Be mindful, stay well — and work on that financial plan
The 3 smartest steps to take with your money right now, according to experts
MONEY COUNCIL ARTICLES
The Money Council gives insights on student-loan repayment, tax credits, and achieving all your goals, even with debt.
MEET THE MONEY COUNCIL
Creating an investment plan can be as easy as planning a vacation. Here’s how.
Planning a wedding? Finance expert recommends planning a 'pre-prenup' conversation to create a financial operating agreement
'Money Dates' are the new way
to have open conversations about money with your significant other
EXPLORE THE GLOSSARY
We compiled a financial glossary of over 150 terms to help you understand your finances.
DEFINE YOUR MONEY
PRESENTED BY FIDELITY INVESTMENTS
Cope with life’s unexpected moments to secure your future.
THRIVE
How to navigate financial products and build wealth.
INVEST
Whatever your goals are, a plan will get you there.
LEARN
MORE FINANCIAL CONTENT
Whatever your goals are, a plan will get you there.
PLAN
LEARN
PLAN
INVEST
THRIVE
Money Council
Financial Glossary
THRIVE
INVEST
LEARN
watch now
The 5 best money management tips
I wish I could have told myself when
I was 25
The 5 best money management tips
I wish I could have told myself when
I was 25
How to understand your 'money scripts' — your values and beliefs about money — so they help, rather than hinder, your finances
How to understand your 'money scripts' — your values and beliefs about money — so they help, rather than hinder, your finances
4 emotional hacks you can start today to maintain a financial plan that could save you thousands
4 emotional hacks you can start today to maintain a financial plan that could save you thousands
BE MINDFUL ABOUT YOUR MONEY
3 things I've learned after creating thousands of financial plans for millennials and Gen-Xers
3 things I've learned after creating thousands of financial plans for millennials and Gen-Xers
A financial coach is different from a financial planner. Here's how a coach can teach you to manage money on your own.
A financial coach is different from a financial planner. Here's how a coach can teach you to manage money on your own.
As a wealth manager for over 20 years, I see millennials miss 3 key things when searching for a financial advisor
As a wealth manager for over
20 years, I see millennials miss 3
key things when searching for a financial advisor
Are you ready for a financial planner? All you need to know
watch now
The 5 best money management tips I wish I could have told myself when I was 25
How to understand your 'money scripts' — your values and beliefs about money — so they help, rather than hinder, your finances
4 emotional hacks you can start today to maintain a financial plan that could save you thousands
BE MINDFUL ABOUT YOUR MONEY
3 things I've learned after creating thousands of financial plans for millennials and
Gen-Xers
A financial coach is different from a financial planner. Here's how a coach can teach you to manage money on your own.
As a wealth manager for over 20 years, I see millennials miss 3 key things when searching for a financial advisor
Talk Money to Me — Helping couples master those tough financial topics
A Phoenix family's year-long savings sprint helped them save $24,000 to buy their first home and provide a launching pad for their second
A Phoenix family's year-long savings sprint helped them save $24,000 to buy their first home and provide a launching pad for their second
6 ways Black Americans can start building wealth today
6 ways Black Americans can start building wealth today
A New Jersey couple who saved over $50,000 in case of emergencies say automatic transfers are the key
A New Jersey couple who saved over $50,000 in case of emergencies say automatic transfers are the key
Real Money Stories
A record number of Americans out of work means next year's tax season could be full of surprises — but a little planning ahead can help
A record number of Americans out of work means next year's tax season could be full of surprises — but a little planning ahead can help
These are two important protection benefits millennials can get through their jobs
These are two important protection benefits millennials can get through their jobs
Top 11 tips from BI's Money Council for creating a financial plan that will help you achieve your goals
Top 11 tips from BI's Money Council for creating a financial plan that will help you achieve your goals
Advice from the Money Council
8 smart tips from personal finance professionals to make the best decisions with your money right now
8 smart tips from personal finance professionals to make the best decisions with your money right now
6 tips for working on your financial plan — even during unpredictable times
6 tips for working on your financial plan — even during unpredictable times
The 3 smartest steps to take with your money right now, according to personal finance professionals
The 3 smartest steps to take with your money right now, according to personal finance professionals
Planning for the Future in Uncertain Times
How to be
a smarter
investor now
A Phoenix family's year-long savings sprint helped them save $24,000 to buy their first home and provide a launching pad for their second
6 ways Black Americans can start building wealth today
A New Jersey couple who saved over $50,000 in case of emergencies say automatic transfers are the key
Talk Money to Me — Helping couples master those tough financial topics
A record number of Americans out of work means next year's tax season could be full of surprises — but a little planning ahead can help
These are two important protection benefits millennials can get through their jobs
Top 11 tips from BI's Money Council for creating a financial plan that will help you achieve your goals
real money stories
8 smart tips from personal finance professionals to make the best decisions with your money right now
6 tips for working on your financial plan — even during unpredictable times
The 3 smartest steps to take with your money right now, according to personal finance professionals
Talk Money to Me — Helping couples master those tough financial topics
How to be
a smarter
investor now
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