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Financial Planning Fundamentals - The session focuses on refreshing financial fundamentals: spending, saving, and paying down debt [1] - The session introduces an eight-step plan to grow savings and pay down debt simultaneously [1] - The "Four-Quadrant Exercise" helps organize finances by categorizing assets into owe, own, earn, and spend [1] - Fidelity's "Full View" tool allows users to digitally input financial information for a comprehensive overview [1] Budgeting Guidelines - The 50-15-5 guideline suggests allocating no more than 50% of pre-tax income to essential expenses, 15% to retirement savings (including employer match), and 5% to short-term/emergency savings [1] - The remaining 30% is allocated for "want-to-haves" or discretionary spending [1] - The industry emphasizes that the 50-15-5 framework is a guideline and should be adjusted based on individual circumstances [1][2] Debt Management and Credit Score - Making minimum payments on time is crucial to protect credit scores [2] - Building an initial cash buffer, such as $1,000 or one month's rent, is recommended for emergencies [2] - The snowball and avalanche methods are two common strategies for paying down credit card debt [3] - If unable to pay credit card bills, the industry recommends stopping card usage, contacting the issuer to negotiate, and exploring credit counseling [4] Retirement Planning - Contributing enough to capture the employer match in a 401(k) or 403(b) is essential [2] - If there is no employer-sponsored plan, consider contributing to a Roth or traditional IRA [3] - The industry highlights the importance of saving for the future, especially for women, due to factors like the pay gap and caregiving duties [3] Additional Tips - The industry suggests considering side hustles to increase income [5] - The industry recommends exploring ways to cut expenses by 10%, such as negotiating rates and embracing home cooking [6] - The "Rule of 6%" suggests prioritizing paying off debts with interest rates of 6% or greater before additional investing [5]

Want to stay on top of your trades as market conditions change? Fidelity’s Kate Ward demonstrates how to manage and update orders on Fidelity Trader+ Desktop with ease. In this video, you’ll see how to find and filter orders, cancel or adjust in just a few clicks, and keep your activity up to date. This tutorial will help you always know how to stay organized and make timely updates to your orders when needed. 00:00 Intro 00:31 How to update orders 00:56 Filtering orders 01:24 Canceling and replacing an ord ...

How to customize grid tools on Fidelity Trader Plus Desktop. In this video, you'll learn the key steps to tailor your tools to your preferences, including how to sort and rearrange data within a tool, how to add, remove, or pin columns, and how to access shortcuts and additional settings. I'm Kate.I'll show you how to customize your tools on Fidelity Trader Plus Desktop so you can create a setup that works for your trading style. Let's get started. Sorting data can make your trade process more efficient.To ...

Watch this video to find a faster way to monitor positions across multiple views. Fidelity’s Kate Ward explains how to link tools on Fidelity Trader+ Desktop for seamless real-time tracking. You’ll learn how to group tools on your layout, update securities instantly across modules, and unlink tools when you need more flexibility. This way, you can follow your trades, manage positions, and take advantage of linked tools in one efficient workflow. 00:00 Intro 00:30 Groups 01:17 Tracking securities 01:52 Unlin ...

How to place an order on Fidelity Trader Plus desktop. In this video, you'll learn the key steps to place trades quickly, including how to open and set up your trade ticket, how to enter order details and select order types, and how to use shortcuts for faster order entry. I'm Kate.I'll guide you through placing orders on Fidelity Trader Plus desktop so you can trade more efficiently. Let's get started. Let's open a trade ticket.an order tool, and a positions tool. To access a tool more quickly, you can fav ...

Want to keep up with market news and evolve your strategies? Fidelity Trader+ Desktop streamlines all the tools you need, so you can build and place trades better. In this video, Fidelity’s Kate Ward shows you how to launch Fidelity Trader+ Desktop, log in with your Fidelity.com credentials, and explore the default layout. You’ll discover how to navigate the Tools menu, favorite and pin your most-used features, and link tools to track your securities in real time. By the end, you’ll have your first customiz ...

Chart Customization on Fidelity Trader Plus Web - Fidelity Trader Plus Web enables users to customize trading charts for stocks, ETFs, and indices [1][2] - Users can adjust the view of pricing data and time frames to match their investment horizon, including viewing extended hours pricing for after-hours insights [1][3] - The platform allows users to add technical indicators from a library, save favorite indicators for quick access, and adjust default settings for each indicator [1][3][4] - Automated pattern recognition can be enabled to spot bullish (green icons) and bearish (red icons) signals directly on the chart [4][5] - Charts can be saved with customized indicators, drawings, and settings for consistent trading process and easy comparison of different assets [5] - Users can open a trade ticket and place an order directly from the chart by right-clicking [1][6] Trading Features - Fidelity Trader Plus Web provides advanced charting capabilities for monitoring, analyzing, and trading [2][6]