by 
Kai Gonzales
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 […]
by Kai Gonzales
A 529 plan is a college savings plan that offers tax and financial aid benefits that may also be used to save and invest for the tuition not only regarding college but also the tuition of kindergarten through senior year of high school. There are two types of 529 plans; college savings plans and pre-paid […]
by Kai Gonzales
Friday, September 20th – 11:00am CDT Join us on September 20th for a thought-provoking Meet A Vendor webinar on the impact of Financial Wellness in the Workplace. Joe Saari, Founder of Financial Fitness Group, will share data and real-life case studies related to leading employers who are improving the individual financial fitness of their employees […]
by Kai Gonzales
On September 11th at 9:45 am our own Joe Saari of Financial Fitness Group will be at the NAGDCA Conference in New Orleans, LA. As a moderator, Joe will be presenting and conversing on the topic of financial wellness with panelists, Kenje Mallot, Alight Solutions, Jen Harmer, Lincoln Financial Group, and Polly Scott, Wyoming Retirement […]
by Kai Gonzales
In today’s fast-paced society, the financial services industry is facing a massive transformation due to fluctuating consumer needs, economic demands, and industry competition. In an industry that changes often and has millions online, updating, continuing, and constant information is pertinent. Here’s where eLearning comes into action. The Costs of eLearning While there are many reasons […]
by Kai Gonzales
What are stocks? Investors purchase stocks in companies that they think will go up in value. If the company goes up in value, the company’s stock increases in value as well. They can then be sold for a profit. For a more in-depth explanation view our previous blog. What is the difference between Common Stock […]
by Kai Gonzales
Are you at a point in your life where you would like to invest your money for future growth? In this blog, we provide you with the essential information you need to know about stocks and bonds so you can make an educated decision on how you would best invest your dollars. Bonds: Bonds are […]
Joe Saari Founder & Chairman Financial Fitness Group was recently interviewed in Money Matters podcast – Listen to the full podcast episode: Player: https://lnkd.in/g8ARVGJ iTunes: https://lnkd.in/gakQYnG Sponsored by Money Matters Books: https://lnkd.in/dcAZmCV
By Dave Zielinski, SHRM Publication Joe Saari, Founder of Financial Fitness Group featured in SHRM Better Workplaces Better World Online Publication to ready original article – click here.___________________________________________________________________________________________________ As more organizations adopt financial-wellness programs, many are coupling modern digital solutions and human support to improve their workers’ financial literacy. The rise of self-service applications, machine intelligence […]
by 
Sara Turnley
Financial Struggles for New Parents Starting a life with that special someone is supposed to be fun, adventurous and memorable, yet challenging and intriguing at the same time. You learn so much about yourself and your partner; how you operate together, how you make decisions together and how you overcome challenges together. While it’s a […]
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