What to do when your identity is stolen. Preventing and reacting in a timely manner makes a difference when dealing with identity theft.
The Severity of Identity Theft
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Kai Gonzales
Term Life Insurance
by Kai Gonzales
When planning for the unplanned the main goal is to provide financial support for your beneficiaries. All types of life insurance policies have premiums. Based on multiple factors, such as life expectancy, will specify the type and amount of life insurance coverage you chose. Term life insurance is a life insurance policy providing coverage at […]
Joe Saari hosts Financial Wellness Webinar
by Kai Gonzales
On September 20th, 2019, our founder Joe Saari, was hosted by Shortlister to share data and real-life case studies related to leading employers who are improving the individual financial fitness of their employees and overall financial fitness of their workplace. With Financial Fitness Group being a leading provider of cloud-based, independent and unbiased financial education and […]
Investing With Mutual Funds
by Kai Gonzales
What is a Mutual Fund? A mutual fund is made up of several different types of investments, raising money from investors to invest in stocks, bonds, and other securities. When the investments fluctuate so does your revenue from the investment, meaning you receive a share of the pay dividends when the time comes. Mutual funds […]
Creating an Investment Portfolio
by Kai Gonzales
Before creating an Investment portfolio it is important to set clear and realistic goals. Setting realistic goals, identifying reasons to invest, and self-realization regarding personal attributes that will impact your investment decisions and are important to acknowledge to have a promising investment. A good start is to list investment goals with short term, medium-term, and […]
Saving for College (529)
by Kai Gonzales
A 529 plan is a college savings plan that offers tax and financial aid benefits that may also be used to save and invest for the tuition not only regarding college but also the tuition of kindergarten through senior year of high school. There are two types of 529 plans; college savings plans and pre-paid […]
Real Data, Real Results: The impact of Financial Wellness in the Workplace
by Kai Gonzales
Friday, September 20th – 11:00am CDT Join us on September 20th for a thought-provoking Meet A Vendor webinar on the impact of Financial Wellness in the Workplace. Joe Saari, Founder of Financial Fitness Group, will share data and real-life case studies related to leading employers who are improving the individual financial fitness of their employees […]
NAGDCA Conference 2019: Financial Wellness
by Kai Gonzales
On September 11th at 9:45 am our own Joe Saari of Financial Fitness Group will be at the NAGDCA Conference in New Orleans, LA. As a moderator, Joe will be presenting and conversing on the topic of financial wellness with panelists, Kenje Mallot, Alight Solutions, Jen Harmer, Lincoln Financial Group, and Polly Scott, Wyoming Retirement […]
eLearnings Digital Enhancements for the Financial Services Industry
by Kai Gonzales
In today’s fast-paced society, the financial services industry is facing a massive transformation due to fluctuating consumer needs, economic demands, and industry competition. In an industry that changes often and has millions online, updating, continuing, and constant information is pertinent. Here’s where eLearning comes into action. The Costs of eLearning While there are many reasons […]
Preferred Stock vs. Common Stock
by Kai Gonzales
What are stocks? Investors purchase stocks in companies that they think will go up in value. If the company goes up in value, the company’s stock increases in value as well. They can then be sold for a profit. For a more in-depth explanation view our previous blog. What is the difference between Common Stock […]