by 
Sara Bashiri
The Securities and Exchange Commission is enforcing a recently adopted set of rules that cover investment adviser marketing (the IA rule). Regarding the “marketing rule,” (§ 275.206(4)-1), Financial Fitness Group has made specific updates to our existing Financial Communication library, which includes 18 presentations and 200 individual images, to comply with the new requirements. In […]
by Sara Bashiri
The Secure 2.0 Act of 2022, passed late last year, has necessitated a new round of reviews of our content library. The law builds on the first Secure Act, which was passed a few years ago. Both laws are designed to make significant changes to retirement plans, such as promoting more saving and improving retirement […]
by Sara Bashiri
We’re ringing in the new year with a new achievement! Financial Fitness Group is honored to be selected by Shortlister as a Top Vendor for Q1 2023 for the following categories: – Financial Coaching – Financial Education Services – Financial Wellness Programs Thank you to Shortlister for recognizing us and our fantastic team and clients who helped us achieve this!
by Sara Bashiri
Financial Fitness Group’s director of content, Mike Marcoe, reviews and updates the classroom content in our FINRA-compliant library every autumn. Our mission is to provide content that is up to date and current with all government regulations. To ring in the new year, we publish the updates every January. Let’s start 2023 with updated content […]
by Sara Bashiri
‘Tis better to give than to receive but getting a big fat tax deduction is no bad thing. The festive spirit of giving is more attractive when Uncle Sam cuts you some slack on your income tax return. BUT in order to take a deduction for a charitable donation, you must itemize all your deductions using Schedule A of your tax return. If you take the standard […]
by Sara Bashiri
That’s a wrap! The SPARK Institute, Inc. Forum 2022 was a hit! Our Director of Product Education, Lee Regan, was a part of an insightful panel: “Financial Wellness — Beyond Education,” where he was joined by fellow guest speakers and industry experts Kara Melber of Corporate Insight, Howard Manzon of TIAA, and David Stedman of […]
by Sara Bashiri
Financial literacy is essential to reintegrating military members into society. After many years away from civilian life, you might miss the opportunity to put your finances in order. According to a survey by the National Foundation for Credit Counseling (NFCC), veterans are almost twice as likely to have recurring debt (58%) than civilians (34%), and 55% of veterans believe […]
by Sara Bashiri
We have an exciting course announcement. In 2022, we have continued to expand our robust library. In honor of the season of sharing, we have published a new course entitled “Charitable Giving.” Charitable giving refers to the giving of money, trusts, or property to a charity. This type of giving is encouraged by the government […]
by Sara Bashiri
Who said inflation didn’t have any perks! This is one of them: according to the IRS, you can now sock away a much larger amount of money to your retirement plan. Whether you have a 401k, an IRA, or another plan, the IRS’s cost-of-living adjustments resulted in noticeably higher contribution limits for 2023. Inflation is […]
NEW YORK, NY – October 25, 2022 – Savvy Ladies, a nationally recognized non-profit organization championing financial literacy and supporting free financial education for women, is launching the Savvy LadiesⓇ Financial Knowledge Program. This new educational program of free financial courses is in partnership with the Financial Fitness Group, developers of industry-leading interactive financial wellness […]
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