Creating Black wealth and building a legacy

No matter what your goals are, we can help you get there. Find tips, tools, and resources that can help you save more, plan better, and create a financial legacy.

Community Update

Bringing the Invest in My Education (ME)SM initiative to life

Announced in January 2023, Invest in My Education (ME)SM is a $250 million social impact initiative designed to help Black, Latino, and other historically underserved students pay for college, improve economic mobility, and build generational wealth. The program combines scholarships with ongoing assistance, mentorship, and pathways to post-graduation employment. If you would like to receive more information about the program or want to be notified when the next round of applications opens, contact us , opens in new window

Supporting the financial needs of the Black community

We're looking for new ways to deliver real help and address the specific challenges our customers face every day.

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A special Fidelity Webinar

How to manage money, deal with debt, and create a financial legacy

Watch this exclusive webinar with leading Fidelity representatives and Tiffany “The Budgetnista” Aliche. The conversation includes real solutions, timely information, and personal perspectives that may help you get more out of your money. You won’t want to miss it.

Now available on demand Watch Now , opens in new window

These resources can help you manage your money, plan for the future, and build wealth that you can pass on.

Watch for more money tips

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Invest in future you

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Balancing your spending

1:13

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Family and finances

7:30

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Compounding savings, not problems

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Invest in future you 1:18

Read more for deeper insights

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5 steps closer to financial freedom

Get peace of mind with a personal financial plan. Gradual increases—even just an additional 1% each year—can help boost your savings.

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7 steps to learn how to budget

See how tracking expenses can help you save more. Pick the tool that's right for you, track your money, and set goals.

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Considering college
costs

Learn how understanding the price of college can help you make better decisions. The earlier you start saving, the more time your money will have to potentially grow.

See what we're up to in the community, and find insights, events, and initiatives that can help build success.

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Invest in My Education (ME)SM

Fidelity is rolling out a $250 million program to help students from Black, Latino, and other historically underserved communities pay for college, improve economic mobility, and build generational wealth.

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Creating a Diverse and
Inclusive Workplace

We’re building a workforce that celebrates and elevates employees of all backgrounds.

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Black Men XCEL
Summit

We’re committed to being a pillar in the Black community for financial education, wealth building, and attracting top talent.

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Black Enterprise: Women of Power

We’re a proud sponsor of the preeminent professional leadership conference for executive women of color.

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Carnegie Hall: A Night of
Black Excellence

Fidelity proudly sponsored "A Black History Month Conversation and Celebration" at Carnegie Hall. The event honored leaders of the New Economy who shared their experiences and outlook on the future.

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Tips on How to Start Your New Business

Start the journey by following these 7 steps to turn your idea into a reality.

See how your money can grow

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The Power of Small Amounts

When it comes to saving and investing, it doesn't take much to get started. Use this tool to see how even a small amount can lead to big savings over time.

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The Budget Checkup

Creating a budget can make it easier to reach your savings goals. See how your actual savings and spending compares with our budgeting guidelines.

Ready to take action? Get more help managing your money.

Do you have a Fidelity benefits account offered by your employer?

Access your 401(k), 403(b), and other savings accounts. You can also find support, help, and information.

Looking to learn more about budgeting, saving, and investing?

Find a range of resources to help you make the most of your money, build personal wealth, and prepare for your future.

Visit the Latino Community Page

Community. Tradición. Success. Find insights and inspiration to help you manage your money and reach the goals you set para ti y tu familia.

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