Recap of the 2021 Spark Forum

Our founder and chairman at Financial Fitness Group, Joe Saari, was a panelist at the SPARK Forum along with our partner group Corporate Insight. At this conference, Joe went in depth reflecting on his expertise on retirement solutions and reflected about how the COVID-19 pandemic affected the financial wellbeing of many. Along with the presentation, […]

Best Way to Get Into Investing to Beginners

Are you interested in delving into the world of investing but simply have no clue where to start? New investors are enticed by the concept of investing and everything it entails. According to Investopedia, “Investing is the act of allocating resources, usually money, with the expectation of generating profit.” With the boom of gamification trading […]

SPARK Forum 2021

We are both excited and honored to announce that our very own founder and board member, Joe Saari, will be speaking at the annual SPARK Forum 2021. The SPARK Forum is highly touted as a leading advocacy organization in the retirement plan industry. This annual leading conference is a unique opportunity, and free to attend […]

The Digital Breakthrough of Investing

It is evident that we live in an increasingly digitized world. Given the time spent engaging with technology, we have grown to rely on online services to manage our money.  Digital practices are an integral part of finance and the business world alike. Vontobel defines digital investing as “offering a comprehensive portfolio of investment solutions […]

Why is financial literacy important to FAFSA?

The application for FAFSA (Free Application for Federal Student Aid) is officially accessible on October 1st for the 2022-2023 academic year. FAFSA is a form that current and prospective students use to determine their eligibility for financial aid. 18 million students file for FAFSA annually. Federal aid is disbursed in two forms: federal student loans […]

Financial Literacy: Understanding Cryptocurrency

Cryptocurrency is dominating the world of finance. It’s a tech-savvy way to invest that invites users to become experts. Different forms of cryptocurrencies are gaining plenty of traction in mainstream popularity. For unfamiliar users, it can be an off-putting and overly technical concept.  In simplified terms, cryptocurrency is essentially a decentralized digital currency in which […]

What is ESG Investing?

ESG, standing for Environmental, Social and Governance evaluates the impacts of ethical investments in a firm. Environmental, social, and governance are three distinguished factors that fortify accountability in managing each firm’s carbon footprint. ESG is a rapidly growing sector in the financial world; distinguished for incorporating social responsibility to practice. As an ethical approach to […]

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 and the Iowa Insurance Division Create a Financial Literacy Program for State of Iowa Employees

The Save4Later Program was created in the partnership of The Financial Fitness Group and the Iowa Insurance Division to help State of Iowa employees learn more about their financial knowledge regarding retirement, saving, creating a financial roadmap, and much more. The program is created to be flexible and fit a user’s daily life and be […]

A Must-Have Employee Benefit: Financial Wellness

80% of the American workforce lives paycheck-to-paycheck, which creates stress and worry among these individuals. Organizations need to start offering financial wellness as an added benefit to their employees. Many individuals struggle to manage their finances and don’t know where to begin correctly. Adding financial wellness to an employee benefit plan will increase employees’ confidence […]