Achieving financial wellness is a journey.
In partnership with Fidelity, Lennox offers a variety of FREE resources to help you reach your financial goals.All employees are encouraged to create a Fidelity NetBenefits member account. You can also this same login to manage your Lennox 401(k) savings!
Eligibility
Make money management easy and future-proof your wealth.
- 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. Also available in Spanish.
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What is “Financial Wellness”?
Find out what it means to be financially well – regardless of age or financial status. Check your money management skills with this easy-to-use calculator (NetBenefits login required). -
Who are your assigned beneficiaries?
Protect your financial assets (e.g., 401(k) savings and life insurance policy) and make sure the right individuals inherit your money. -
Balancing debt, savings, & investing.
Trying to juggle competing financial priorities can be stressful. This step-by-step guide can help you decide what to tackle first. -
Quick tips to build an emergency fund.
Could you cover three to six months of living expenses, or pay for something unexpected? -
Store your important documents in one place.
Fidelity has partnered with FidSafe so you can have a safe, easy, no-cost way to store, access, and share digital copies of your most important legal and financial documents. -
Taking over your parents finances.
When you talk early, your loved ones will be able to share financial details and express their desires. Here are some tips on making the transition seamless and stress-free. -
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. Also available in Spanish.
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Find a community for your unique needs:
- Más con Fidelity: Manage your money and reach the goals you set para ti y tu familia.
- Women Talk Money: Financial resources focused on closing the gender wealth gap.
- Black Wealth: Building a legacy of financial development for the Black community.
- LGBTQIA+ Money Moves: Explore unique financial issues affecting LGBTQIA+ families.
- Military Community: Financial opportunities as you transition from military to civilian life.
Are you on track to save enough for retirement?
Aim to save 10% – 15% of your annual pre-tax income for retirement, including any employer match.
Discover the benefits of retirement income, how to start saving today, and what to do with an old 401(k).
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:
Attend a LIVE Fidelity Workshop!
Check out the latest Financial Wellness Workshop schedule and register for an upcoming event or watch a previously recorded session. Bring your questions for the interactive Q&A!
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.
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Take advantage of Fidelity’s free 1-on-1 financial planning consultations.
Learn about Fidelity’s free financial wellness tools and resources.
