Wherever you are on your journey, we have the tips, tools, and resources that can help you reach the goals you set for yourself y tu familia.
Community. Tradición. Success.

Community Update

Fidelity Scholars Program: Apply Now

Community Update

Fidelity Scholars Program: Apply Now

As part of the $250 million Invest in My Education (ME)SM initiative, this program supports eligible students from underserved communities in the Boston, Dallas/Fort Worth, and the Raleigh/Durham areas by combining scholarships with ongoing assistance, mentorship, and pathways to post-graduation employment.


We know that behind every financial decision is an individual with a unique voice and personal goals. That's why we listen first and then offer resources to help you build a secure financial future.

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  • Financial fundamentals
  • Community empowerment

Tips to help you manage your money and create a plan for the future for you y tu familia.

Fidelity Budget Breakdown
  • Try to put about 50% of take-home pay toward essentials such as food, health care, and housing.
  • Save 15% of pretax income for retirement savings.
  • Keep 5% of take-home pay for emergencies like a car or home repair.
  • Use the remaining 30% to build a better retirement, save for something big, or support your family.
Here’s how you build and maintain your credit:
  • Monitor your credit health.
  • Read the fine print.
  • Pay on time and at least the minimum due.
Make your money work for you
  • Watch even small amounts grow with the power of compounding.
  • Use a blend of investments to balance the risks and rewards.
  • Consider short-term investment options if you think you may need to use your money sooner.
Give yourself a financial boost
  • Make it automatic. Set up direct contributions into your retirement account and increase the amount whenever possible.
  • Meet the match. Some employers will match your retirement contributions up to a certain limit.
  • Go your own way. Self employed? SEP IRAs, opens in new window work like a 401(k) without the administrative hassles.

See how we’re learning, growing, and working to support the financial needs de nuestra comunidad.

Invest in My Education (ME)SM

Fidelity announces 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.

Creating a Diverse and
Inclusive Workplace

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

New Collaboration with
The FIVE Network

We’re expanding our financial education efforts through collaboration with a mentoring network for young, diverse investors.

Podcast: Going Big with a Side Gig

A side gig can help pad your income, be your own boss, or even test out a business idea. Listen as Jannese Torres-Rodriguez talks about turning her side hustle into a six-figure income stream.

Got a minute? Check out these short videos.

We’ve all got questions. Here are some answers. Watch Fidelity professionals break it down, share their knowledge, and answer some of your top money questions.

Compartiendo nuestras historias

We're sharing our stories. Recently, some of Fidelity's Latino representatives got together to talk about how to reach your financial goals and build a strong foundation for your family. Watch the on-demand replay of Conversations about community, family, and money—an exclusive Hispanic Heritage Month event.

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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 generational wealth, and prepare for your future.

Visit the Black Community Page

Find tools, resources, and information that can help you make the right money moves, build a more secure future, and create a financial legacy.