Exercising Your Savings & Emergency Funds

Life is known for throwing curve balls when least expected. From injuries and car problems to new tax laws and job terminations, life is full of surprises. The problem that most individuals encounter is a lack of funds to catch these curves. This is where your emergency funds and savings accounts come into play. Understanding […]

Jumping into Financial Action

Picture this, there are 10 seconds left in the game and your team is down by 2 points. You have the ball and you’re rushing down the court with the win in sight. You take the shot. Good news is you’ve planned and practiced for this exact moment; the moment when you make the winning […]

Is Your Company Financially Fit? Joe Saari Presents on Bank Webinars

Learn how improving the financial know-how of your employees and customers can provide a triple benefit to your bottom-line. In today’s fast-paced market place, now more than ever savvy organizations are starting to understand that in order to get a competitive edge, we must build tremendous sales and service cultures. Covered Topics: Find out how […]

Introduction to Lifestyle Financial Planning

Personal finance isn’t just about building budgets or monitoring stocks. It’s ultimately about how you use financial education, principles and resources to improve your life. Without the principles and plans to support your numbers, it’s just a bunch of useless data. Lifestyle financial planning takes into consideration your psychological ideas – your desires, dreams and […]

Resolutions to Make 2019 a Financial Success

When it comes to personal finance, you should always strive to be at the top of your game. A good way to think about personal finance is playing sports; when you have the drive and determination to win, it motivates you to perform at your best. Prior to that winning game, though, there was planning […]

5 Factors of Digital Presence for Financial Service Companies

A strong digital presence is no longer optional to gain a competitive edge in today’s marketplace. According to Statistica, the number of smartphone users worldwide in 2018 is projected to reach 2.52 billion, with 61.2% of the world population accessing the web from their mobile devices. To reach customers effectively, businesses, no matter the industry, […]

EBN 2018 Interview with Joe Saari, Founder of Financial Fitness Group

During this year’s Employee Benefits News Forum & Expo, Joe Saari, Founder of the Financial Fitness Group was interviewed on the importance of technology and machine learning for the employee benefits market. With employees demanding better benefits through technology, Joe shared his experience in the employee benefits software industry and where the movement is going. See […]

CEO Miguel D. Vasquez Published in Forbes

CEO Miguel D. Vasquez published via Forbes “The Future Of Financial Consumers Could Depend On Personalized Technology” – Read Full Article via Forbes Now Increased automation, artificial intelligence (AI) and innovative service options are promising personalized financial health services to every financial consumer. The perceived degree of financial confidence can engage many, especially those who […]

The Demand for Personalized Financial Health

The aim to empower consumers and improve financial health is taking center stage in the financial industry. But why now? Factor 1: The Economic Climate Many Americans have spent the past ten years climbing out of the Great Recession. Additionally, we can recognize the wealth gap widening – some have improved their financial status while […]