Achieving financial wellness is a journey.
In partnership with Fidelity Investments, Lennox is pleased to provide you with a variety of resources to help you reach your financial goals and protect your money.
Eligibility
It’s never too late to get started!
Track financial milestones, reach savings goals, manage your money with ease, and more with Fidelity.
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What is “Financial Wellness”?
Find out what it means to be financially well – regardless of age or financial status. - Is it time for a Financial Wellness Check-Up?
Check your money management skills with this easy-to-use calculator (login required). - Who are your assigned beneficiaries?
Protect your finances and make sure your loved ones get what you want them to. -
What is on your mind today?
Fidelity’s How You Money series is a web-based, self-directed financial literacy program that provides you and your family with the tips and tools necessary to be financially stable.
Click on any of the money management topics below to learn more. Click here to access Fidelity’s How You Money series in Spanish.
- Debt, savings, investing – what should you tackle first?
Trying to juggle so many competing priorities can be stressful. Fidelity’s step-by-step guide can help take some of the confusion out of the process as you work toward your short-term and long-term money goals. -
Are you a good money role model?
Here are some tips for having an open conversation about money with your kids. -
Other resources you may find useful:
- Women Talk Money: Women-led financial community dedicated to closing the gender wealth gap.
- Más con Fidelity: Manage your money and reach the goals you set para ti y tu familia.
- Building A Legacy: Supporting the financial development of the Black community.
- LGBTQIA+ Financial Challenges: Explore unique financial issues affecting LGBTQIA+ families.
- Fidelity’s Financial Wellness Learning Center Explore the latest financial insights news, articles on market trends, and live webinars that can help you save more and plan better. Click here to access the Fidelity Learning Center in Spanish.
Plan ahead for retirement.
The right retirement income plan can allow you to enjoy your golden years to the fullest.
- Lennox 401(k) Plan
Open a 401(k) and make automatic contributions – between 1% and 75% of your eligible pay – at any time during the year. You’ll also receive a matching contribution from Lennox – that’s free money! - What to do with your old 401(k)?
As your 401(k) is a big part of your retirement savings, it’s important to weigh all your options. -
Thinking of taking money out of a 401(k)?
Learn about the pros and cons of 401(k) withdrawals and loans, as well as some alternative options. -
Fidelity’s Retirement Income Calculator
Estimate your monthly income in retirement based on your current savings and a mix of predictable income sources, such as Social Security, pensions, and annuities. - Personalized Retirement Decision Guide
Build your own journey and create a long-term retirement income plan that lasts a lifetime. -
Explore a variety of retirement topics at your own pace, such as:
Looking for 1-on-1 Financial Guidance?
Lennox employees can speak with a qualified Fidelity financial advisor at no cost about managing their money, creating a financial plan, paying off debt, planning for retirement, or any other financial decision.It’s easy to schedule a free confidential 1-on-1 consultation!
- Call Fidelity directly at (877) 902-0007,
- Visit a local Fidelity Investor Center, or
- Attend a Fidelity-hosted onsite workshop at Lennox.
Attend a Free Financial Wellness Workshop!
Check out Fidelity’s Q4 2024 Financial Wellness Workshops schedule and register for an upcoming live event or watch a previously recorded workshop.
Look for future onsite events and webinars on the LIIBenefits Calendar page.
Get the App
Get personalized savings tools and reach out to a Fidelity representative with the Fidelity NetBenefits app.
App Store | Google Play
App Store | Google Play
Video
Learn about Fidelity’s Financial Wellness Tools & Resources
Financial Wellness Fundamentals
Take advantage of Fidelity’s free 1-on-1 financial planning consultations.
