Welcome to the First Fidelity
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...
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Protect yourself against the damage that your homeowners policy doesn’t cover.
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Probate can be a completely public process, or it can be managed to include as little information as possible.
Regardless of how you approach retirement, there are some things about it that might surprise you.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
Determine your potential long-term care needs and how long your current assets might last.
This calculator can help you estimate how much you may need to save for retirement.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
Around the country, attitudes about retirement are shifting.
Making the most of surprises is a great reason to work with us.
Have you explored all your options when it comes to managing your taxable income?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Understanding the cycle of investing may help you avoid easy pitfalls.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?