A side helping of basic finance

Fidelity Cares creates volunteer opportunities for our employees to use their insights and experience to make a difference in their local communities. For the past two years, associates in Fidelity's New Mexico region have come together to support the Homework Diner at Albuquerque's Wilson Middle School. Every Tuesday throughout the school year, they're joined by a growing number of parents and students for dinner and help with homework, as well as lessons in the basics of personal finance.

The curriculum was developed by Junior Achievement, a non-profit youth organization that works with businesses like Fidelity to deliver experiential learning programs. Sue Allen and her granddaughter, a Wilson student, have participated in the program. "She's begun to ask more about investments, and how credit cards work," said Allen. "And, she's been keeping better track of her own savings."

Winny Yan is a Fidelity associate who's volunteered at the school since the curriculum debuted. "It's great to see the parents and their children have real conversations about money—how to save and how to prioritize expenses," she said.

In 2015, more than 1,100 associates across the firm volunteered their time to teach the fundamentals of economics and finance—strong affirmation of Fidelity's commitment to fostering an environment that encourages employees to share their talent. In all, more than 10,000 associates volunteered through Fidelity Cares last year, with more than 70% of volunteer hours supporting education and financial education efforts.

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