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 […]

Term Life Insurance

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

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

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

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 […]