2025 Fidelity Smart Money toolkit

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

Fidelity Smart Money^SM is a multi-platform editorial program giving new investors the personal finance news and education they need to help save and invest smarter. It includes a weekly written newsletter, long-form articles, live events, and more.

How do we support this audience?

Fidelity Smart Money^SM addresses the unique needs of new investors as they start out on their financial wellness journey. Using a light and conversational tone, we break down complex ideas and offer simple, everyday tips and education. We understand that this audience is motivated to grow their money but need more help to do it. To help boost their financial confidence, we tackle topics they want to learn about most, such as:

Setting financial goals and prioritizing them
Building retirement savings
Getting started investing for other goals
Spending less, saving more, and budgeting
Paying down debt
Understanding taxes, including ways to help reduce taxable income

What do subscribers get each week?

Financial news stories and what they mean for their money
Bite-sized financial education to help build skills, confidence, and habits over time
Jargon-free definitions of common investing and finance terms
Easy tips to help improve financial wellness and hit money goals

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