2024 Fidelity Smart Money toolkit

New toolkit resources for Fidelity’s content offering for young investors

Fidelity Smart Money^SM is a multi-platform editorial program giving people under age 36 the personal finance news and education they need to spend, save, and invest smarter—with some fun mixed in. It includes a weekly written newsletter, long-form articles, short videos, an event series, and more.

How do we relate to and support this audience?

Fidelity Smart Money^SM addresses the unique needs of young people as they start out on their financial journey. Using the same language they might use with their friends and weaving in cultural references, we break down complex ideas and offer simple, everyday money tips and education. We tackle the topics that are most pressing for them, such as:

Spending less, saving more, and budgeting
Improving credit and paying down debt
Understanding taxes and tax filing
Getting started investing and saving for retirement
Climbing the ladder, having pay conversations, and leveraging employer benefits
Mastering major life events such as buying or renting a home, getting married, and having and raising children.

What do subscribers get each week?

Financial news stories and what they mean for their money
Bite-sized financial education to learn more over time
Jargon-free definitions of popular investing and finance terms
Easy tips to improve money habits and hit money goals
Thought-provoking features on top money, career, and life trends

Check out this week’s newsletter for the latest money news and education.

LEARN: Fidelity.com/SmartMoney

SUBSCRIBE: Fidelity.com/SmartMoneySignup

Ready to drive awareness with employees and ERG sponsors?
Download and use the following resources to encourage employees to sign up for the Fidelity Smart Money^SM newsletter. Your toolkit includes:

EMAIL (OFT)

Use this email to encourage employees to subscribe to the Fidelity Smart Money^SM newsletter for the latest money news and tips. Download email

NEWSLETTER CONTENT

Put content in your organization’s newsletter, intranet sites, or other employee communications to highlight the newsletter. Download Word doc

DIGITAL SIGNAGE

Use to promote the newsletter digitally or in employee environments where you want to encourage engagement. Download image doc