Financial wellness is not a destination, it's a constant 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!
With Fidelity, you can track financial milestones, take action to reach savings goals, manage your money with ease, and more.
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What is “Financial Wellness”?
Discover what it means to be financially well – no matter your age or where you are on the financial spectrum. - Is it time for a Financial Wellness Check-Up?
Take advantage of Fidelity’s confidential, easy-to-use calculator to find out where you stand. This tool can help you plan a budget and create an action plan for saving money. -
What is on your mind today?
Fidelity’s How You Money series provides you and your family free access to a variety of financial literacy resources and educational content.
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. -
Thinking of taking money out of a 401(k)?
Learn about the ins and outs of 401(k) withdrawals and loans, as well as some alternative options. -
Are you a good money role model?
There is a lot to juggle when it comes to parenting and finances. From 529 savings plans to money conversations, here’s a few quick tips every parent should know. -
Explore additional information below:
- Más con Fidelity: Financial resources for the Latino community.
- Creating Black Wealth & Building A Legacy: Financial resources for the Black community.
- Women Talk Money: A community for women, by women, dedicated to closing the gender wealth gap.
- Planning for LGBTQ+ Financial Challenges: Fidelity’s newly launched LGBTQ+ community financial wellness resource page.
- Fidelity Learning Center: Stay current on news and resources that can help you save more and plan better. Click here to access the Fidelity Learning Center in Spanish.
Looking for 1-on-1 Financial Guidance?
Schedule a free 1-on-1 session with a dedicated Fidelity advisor at your local Fidelity Investor Center before making any big or small financial decisions. Your personal consultant can help you:
- Take a closer look at how you manage your money and overall finances.
- Develop customized plans to grow, protect, and properly manage your wealth.
- Achieve your personal money goals such as paying down student debt or saving for a new home.
- Set up an estate plan to ensure future generations are well taken care of.
Attend a Free Financial Wellness Workshop!
Learn more about the financial topics that matter most to you through our partnership with Fidelity.
Check out Fidelity’s Q2 2024 Financial Wellness Workshops schedule and register for an upcoming live event or watch previously recorded workshops.
Be sure to also keep an eye on the LIIBenefits.com Calendar page for additional onsite events and webinars.
Keep in Mind
With Lennox’s 401(k) Retirement Plan through Fidelity, you can establish a solid financial foundation for retirement. Open a 401(k) account at any time during the year to contribute between 1% and 75% of your eligible pay (up to the annual IRS limits).
To support your efforts, Lennox will also match a portion of your pre-tax contributions – this is essentially free money towards your future nest egg!
To support your efforts, Lennox will also match a portion of your pre-tax contributions – this is essentially free money towards your future nest egg!
Get the App
Download the Fidelity NetBenefits app to explore personalized savings tools and get in touch with a Fidelity representative.
App Store | Google Play
App Store | Google Play
Video
Learn about Fidelity’s Financial Wellness Tools & Resources
Financial Wellness Fundamentals
