by 
Sara Bashiri
Inflation, Inflation, Inflation. It is everywhere and potentially scary but fear not! Inflation is beyond your control, but that does not mean you cannot take action to help preserve your investments and savings from its effects. Many investors wonder how inflation impacts investments and how we can mitigate the effects. Inflation can be a […]
by Sara Bashiri
When mentioning retirement to Generation Z, you may think you’d get an eyeroll–that it’s simply too early to be a concern to them. But according to a study from BlackRock, Gen Z is saving an average of 14 percent of each paycheck for retirement. Yet despite this optimistic savings rate, over a third of them […]
by Sara Bashiri
Exciting news! Financial Fitness Group proudly announces that we’ve yet again been selected by Shortlister as a Top Vendor for Q3 2022 in the following categories: – Financial Coaching – Financial Education Services – Financial Wellness Programs Top Vendors are selected quarterly according to a wide range of criteria. We continue to strive to dedicate ourselves to improving financial wellness. […]
by Sara Bashiri
It goes unsaid that home ownership is a major fiscal responsibility, yet a range of valuable tax deductions can save you a lot of money. The government allows a certain number of tax breaks to those who own homes. Your home provides many tax benefits—from when you buy it right on through to when you […]
by Sara Bashiri
A recent report published by the Milken Institute indicates that “the financial literacy gap between men and women in the U.S. is about 37% wider than the OECD average and about 59% wider than the world average.” How can we bridge the gap between men and women in financial literacy? Financial Fitness Group is honored […]
by Sara Bashiri
A home is a considerable investment. There is a lot to work through when you finance a home. There are qualifications you must meet, reams of forms and paperwork, delays, and additional costs you may not have thought of. Let us now look at the main options you have for financing your home. Saving or […]
by Sara Bashiri
It is part of the American dream—your own slice of the Earth all to yourself. Home ownership carries a whole host of personal, social, and family advantages. You also are making a big investment, and there are many factors you will need to consider. It is American Housing Month! Have you reached your housing goal, whether […]
by Sara Bashiri
Cryptocurrency is dominating the world of finance. It is already a huge market, and scam losses are in the billions of dollars and likely to go much higher. New users should be wary. Most crypto scams work on the same premise as traditional scams: a con artist tries to develop a rapport with you, tricks you into believing what sounds like […]
by Sara Bashiri
Social, economic, and other changes such as on-demand service culture are changing the landscape of how people engage with financial advice. Traditional methods no longer meet evolving market needs. An app-driven economy has created a mindset of anywhere, anytime access. How do you stand out to win more business with the consolidation of independent advisory […]
by Sara Bashiri
During this session, you will gain insight on how AI solutions facilitate plan sponsors and fiduciaries to get participants to invest in their retirement. Panelists include: – Meghan Jacobson, Managing Director at J.P. Morgan Chase Asset Management– Lee Regan, Director of Product Management at Financial Fitness Group– Jerry Yen, CEO at Advice Analytics– Peter McNellis, […]
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