We’re pleased to announce that Financial Fitness Group has been selected as one of the 66 FinTech companies in San Diego. The criteria was based on:Track record, Executive leadership, Market share, and Innovation. We are excited to be part of this growing industry and hope to see continued success in the future. Thank you for […]
FFG at the Sureify Life Insurance Ecosystem Summit 2022
FFG was in Vegas this week for the Sureify Life Insurance Ecosystem Summit! We had a wonderful time speaking and networking with industry professionals. Our very own Founder and Chairman, Joe Saari represented FFG by providing his expertise by talking about the finer points of customer engagement–what it means and how to truly achieve a […]
Credit Unions Will Gain a Competitive Advantage over Banks by Focusing on Financial Wellness
Credit unions are finding more value in the financial wellness of their members as they look to gain a competitive advantage over traditional banks. Nowadays, with more families living paycheck-to-paycheck, and 40% of U.S. credit union members living paycheck to paycheck, on any given day 49% of Americans cannot afford a $400 emergency (source: Motley […]
Financial Education as a Value Proposition for Credit Union Employees and Members
The lack of financial education, especially after COVID-19, disadvantages many people. With 80% of people living paycheck to paycheck and under strong financial and employment insecurity, increasing overall financial knowledge is critical now more than ever before. Imagine the advantages of having a strong grasp of how financial solutions work. Increased financial education helps individuals […]
Summer is Ending, but Saving Is Beginning
So, you’ve splurged on concerts, travel, and good times this summer. We participate in more activities and sometimes slip and spend more money than anticipated. That is what summer is all about. But as the kids return to school and fall approaches, understand why you are saving and how much you should put away each […]
Money Group Collaboration with FFG
Buying a house is an exciting time! And planning can make this process even better. Before getting into the numbers and how much your mortgage could be, have a discussion with your family about what are the needs and wants of a house. Questions such as: Do I prefer a condo or a single-family home?, How much space […]
What are 401k Plans? An Introduction:
You’ve probably heard the term 401k from your employer. But what exactly is a 401k? A 401k plan is an employer-sponsored profit-sharing plan named after section 401k of the US Internal Revenue Code. Employees can take cash payments in the form of a retirement plan if they so elect. The percentage taken out is your […]
FFG Board Member Tricia Rothschild talks to Wealth Solutions Report about How History Shows the Markets Beat Inflation
Full Article Is Available on Wealth Solutions Report Here Morningstar Partner Financial Fitness Group Says Inflation Problems Are Short-Term, History Demonstrates in the Long-Term Staying Invested Is Always the Smart Move Few natural landmarks in North America can stake a claim to fame, like the Old Faithful Geyser at Yellowstone National Park. Unlike other landmarks […]
7 New ESG Courses Are In Our Investing Classroom
We’re excited to announce that we’ve expanded our extensive and robust library. We curated seven new ESG (environmental, social, and governance) courses for our Investing Classroom. These courses cover a broad range of topics, such as approaches to sustainable investing, metrics used, current trends and issues, and building a sustainable portfolio. Adopting a sustainable approach […]
Why Health and Finances Go Hand in Hand
The clear connection between financial and physical health raises the ante for employers and governments to support financial education By Joe Saari Founder and Board Member Financial Fitness Group The state of your finances influences your physical health. The concept may not seem obvious, but there is evidence to support the correlation. This connection between […]