Welcome to the First Fidelity
Financial Group
First Fidelity Financial Group is dedicated to the overall success of the clients we serve.
It’s not about selling an individual policy, but rather understanding your financial health and condition, and developing a plan just for you.
By having this deeper understanding, we’re able to uncover solutions that lead to greater opportunities and savings.
Welcome to the conversation!
Always look forward, learn from the past and live for the future...
Helpful Content
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
The Business Cycle
How will you weather the ups and downs of the business cycle?
What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
How Financial Advisors are Compensated
Read this overview to learn how financial advisors are compensated.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Lifetime of Earnings
Estimate how much you have the potential to earn during your working years.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
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Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Interest Rates: How Low Can They Go?
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Let's Chat
It’s never a bad time to speak with your financial advisor about changes in your situation.
Surprises
Making the most of surprises is a great reason to work with us.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.