Commemoration draws dignitaries, community partners to fill time capsule to mark occasion Brookfield, Wis. – North Shore Bank, celebrating its centennial anniversary, today announced a financial commitment of $50K to ELEVATE Wisconsin®, the financial wellness program created by the State of Wisconsin, Department of Financial Institutions and Financial Fitness Group. The program provides interactive, effective and unbiased online instruction in […]
Ho-Chunk Nation Wins 2022 Governor’s Financial Literacy Award
Financial Fitness Group is incredibly proud of our client, the Ho-Chunk Nation, who was honored by Gov. Tony Evers as a recipient of the 2022 Governor’s Financial Literacy Awards in a ceremony at the Wisconsin State Capitol.They were honored for their efforts in helping Wisconsinites build their financial literacy. The 2022 Governor’s Financial Literacy […]
Gov. Evers Honors the 2022 Governor’s Financial Literacy Award Recipients Awards Recognize Individuals & Organizations for Elevating the Financial Literacy, Capability, and Financial Inclusion of Wisconsin’s Residents
MADISON, Wis. – Today Gov. Tony Evers honored nine individuals and twelve organizations as recipients of the 2022 Governor’s Financial Literacy Awards in a ceremony at the Wisconsin State Capitol. The recipients were honored for their efforts in helping Wisconsinites build their financial literacy and capability skills. “Financial education gives people the tools they need […]
Will ChatGPT Render Financial Advisors Obsolete?
You’ve probably heard about “ChatGPT” by now. AI models and solutions are challenging our traditional financial advice model. Aside from ChatGPT, some firms are adopting their versions of “robo-advisors.” ChatGPT for finance is even described as an industry-defying moment. Today’s generative AIs can change how we work, but how will they change the finance industry? […]
Environmental Trends in Sustainable Investing
It’s Earth Day — have you considered what the ideal sustainable society would look like? A sociopolitical shift has brought awareness of climate change and environmental sustainability, but what might the end result look like? Though there are many competing ideas about what an ideal sustainable society would look like, one of them is the […]
Gov. Evers Proclaims Money Smart Wisconsin Week
MADISON, Wis. – The Wisconsin Department of Financial Institutions (DFI) today announced Gov. Tony Evers proclaimed April 15 – 21, 2023, as Money Smart Wisconsin Week to raise awareness about the importance of financial literacy education and financial wellness. “Financial education gives folks the tools they need to make sound financial decisions and reach their own financial goals, dreams, […]
Correct Steps to Take to Achieve Financial Goals
In December 2017, 83% of Americans who set a specific financial goal felt better about their finances than at the start of that year. One study showed that even simple tasks like making a New Year’s resolution about finances might help increase an individual’s confidence in their financial situation. Why is setting financial goals important […]
Financial Fitness Group Is Selected As A Top Shortlister Vendor For Q2 2023
Financial Fitness Group is excited to share we have been selected as a Shortlister Top Vendor for Q2 2023 for the following categories: – Financial Coaching – Financial Education Services – Financial Wellness Programs Thank you to Shortlister for recognizing us and our team and clients who helped us achieve this! We are honored to be included.
Financial Literacy Month–How a Positive Work Environment Fosters Financial Well-Being
The connection between workplace culture and financial well-being is a two-way street. Workplace stress can impact your financial well-being and vice versa. But it’s not just a matter of whether you’re happy at work: how your employer treats you financially can significantly impact your feelings about your job. Workplace financial well-being is a huge factor […]
Here’s a wrap up of the T3 Conference 2023
T3 2023 was a remarkable success. In case you were unable to make it to our panel ‘Bridging the Persistent Gender Gap in Financial Services.’ Below is the video link to a recording where you can watch our panel from the conference. Financial Fitness Group’s Board Member Tricia Rothschild moderated a well-rounded panel of industry […]