Board Member Tricia Rothschild Featured on WealthManagement.com

Board Member and longtime Morningstar exec, Tricia Rothschild, has now departed Apex Fintech Solutions after less than a year formally with the firm. Apex Fintech Solutions, formerly Apex Clearing, is shuffling its leadership as the fintech firm prepares to go public by merging with blank-check company Northern Star Investment Corp. II, according to an announcement. Indeed, […]

Financial Fitness Group Expands Partnership with the Iowa Insurance Division to Continue to Provide Financial Literacy to Every Iowan

The Iowa Financial Fitness Challenge is an event-driven wellness program that provides interactive, effective, unbiased online instruction in personal finance and investing fundamentals. SAN DIEGO, CA, July 8, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) and the Iowa Insurance Division announce the extension of their partnership to provide financial education to Iowans. For the last five years, the […]

Financial Fitness Group Adds Tricia Rothschild, Former Chief Product Officer and Co-Head of Global Markets for Morningstar, to Board of Directors

SAN DIEGO, CA, June 2, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) announces the addition of Tricia Rothschild, CFA to its board of directors. Rothschild recently served as Chief Product Officer and Co-Head of Global Markets for Morningstar. In her 26-year tenure at Morningstar, she built and led numerous aspects of the firm’s business serving each of […]

Webinar Recording: Navigating Investing During Novel Coronavirus through Investor Education

Did you miss our recent webinar, Navigating Investing During Novel Coronavirus through Investor Education? Great news! You can view the recording by clicking here. Listen to Morningstar Director of Investor Education, Karen Wallace and Financial Fitness Group Founder, Joe Saari, discuss communication and education needs to help you empower investor success and explaining to them […]

Introducing Cashay: Celebrating Smart Money Moves and Financial Fitness With a Next Generation Editorial Perspective

NEW YORK – February 5, 2020 — Today, Verizon Media announced the launch of Cashay, a new personal finance hub developed for younger, diverse audiences, to offer a fresh perspective on money, how to manage finances, and prepare for the future at every stage of life. With a modern look and design, Cashay aims to […]

5 Tips for Setting a Holiday Budget

It’s the “season for giving,” so spending money and sharing with others seems fitting, right? So then why do the holidays represent such a stressful time? This stress can often occur when you don’t have a financial plan or budget in place. Here are 5 tips we’ve crafted to help you stick to your holiday […]

Joe Saari Founder & Chairman Financial Fitness Group is interviewed on Money Matters Podcast – Listen Now

Joe Saari Founder & Chairman Financial Fitness Group was recently interviewed in Money Matters podcast – Listen to the full podcast episode:  Player: https://lnkd.in/g8ARVGJ iTunes: https://lnkd.in/gakQYnG Sponsored by Money Matters Books: https://lnkd.in/dcAZmCV