SAN DIEGO, CA, June 2, 2020 –Financial Fitness Group (www.FinancialFitnessGroup.com) announces the addition of Tricia Rothschild, CFA to its board of directors. Rothschild recently served as Chief Product Officer and Co-Head of Global Markets for Morningstar. In her 26-year tenure at Morningstar, she built and led numerous aspects of the firm’s business serving each of […]
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 […]
Webinar | Navigating Investing During Novel Coronavirus: Investor Education & Guidance
We are co-hosting a webinar with Morningstar to cover all things related to investing during Novel Coronavirus. Join us 3/26 at 12pm CDT / 5PM GMT Efforts to stem the spread of the coronavirus continue apace across multiple regions and countries and the markets continue to deliver volatility. There is an urge to either time […]
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 […]
Financial Fitness Group makes Top 14 List for Financial Wellness Programs
Financial Fitness Group is excited to announce that we made Shortlister’s Top 14 list of Financial Wellness Programs. Below is a summary list of top 14 Financial Wellness Companies in Shortlister as of January 2020, presented in the order you’ll find them below. For a comprehensive list of all Financial Wellness Programs, click here. Your […]
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 […]
The Severity of Identity Theft
by 
Kai Gonzales
What to do when your identity is stolen. Preventing and reacting in a timely manner makes a difference when dealing with identity theft.
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 […]
