Welcome to 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
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
How Income Taxes Work
A quick look at how federal income taxes work.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
The Utility of Sector Investing
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
The Ivory Tower Changes Wall Street
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A Taxing Story: Capital Gains and Losses
Understanding how capital gains are taxed may help you refine your investment strategies.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Doubling Your Money
This calculator demonstrates the power of compound interest.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
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The New Wild West: Bitcoin
Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.
Are Alternative Investments Right for You?
With alternative investments, it’s critical to sort through the complexity.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like the junk in a junk drawer.
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?