ELEVATE Wisconsin™ aims to raise awareness of the importance of financial well-being and provide industry-leading financial education MADISON — Gov. Tony Evers today, together with the Wisconsin Department of Financial Institutions (DFI), announced that the Financial Fitness Group (FFG), developers of industry-leading interactive financial wellness solutions for top financial service firms, government agencies, and large corporations, is collaborating […]
What Tax Relief Can You Get for Your Home?
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Sara Bashiri
It goes unsaid that home ownership is a major fiscal responsibility, yet a range of valuable tax deductions can save you a lot of money. The government allows a certain number of tax breaks to those who own homes. Your home provides many tax benefits—from when you buy it right on through to when you […]
HKSWN and Financial Fitness Group Webinar
by Sara Bashiri
A recent report published by the Milken Institute indicates that “the financial literacy gap between men and women in the U.S. is about 37% wider than the OECD average and about 59% wider than the world average.” How can we bridge the gap between men and women in financial literacy? Financial Fitness Group is honored […]
How to Finance a Home
by Sara Bashiri
A home is a considerable investment. There is a lot to work through when you finance a home. There are qualifications you must meet, reams of forms and paperwork, delays, and additional costs you may not have thought of. Let us now look at the main options you have for financing your home. Saving or […]
American Housing Month: Everything About Buying A Home!
by Sara Bashiri
It is part of the American dream—your own slice of the Earth all to yourself. Home ownership carries a whole host of personal, social, and family advantages. You also are making a big investment, and there are many factors you will need to consider. It is American Housing Month! Have you reached your housing goal, whether […]
How to Avoid Getting Caught in a Cryptocurrency Scam
by Sara Bashiri
Cryptocurrency is dominating the world of finance. It is already a huge market, and scam losses are in the billions of dollars and likely to go much higher. New users should be wary. Most crypto scams work on the same premise as traditional scams: a con artist tries to develop a rapport with you, tricks you into believing what sounds like […]
The Future of Financial Advice – Techniques to Meet On-demand Market Needs with Digitally Enabled Advice- Financial Fitness Group Gold Breakout Session
by Sara Bashiri
Social, economic, and other changes such as on-demand service culture are changing the landscape of how people engage with financial advice. Traditional methods no longer meet evolving market needs. An app-driven economy has created a mindset of anywhere, anytime access. How do you stand out to win more business with the consolidation of independent advisory […]
Broadridge Fi360 Conference: AI Communications That Connect — Getting Through to Participants
by Sara Bashiri
During this session, you will gain insight on how AI solutions facilitate plan sponsors and fiduciaries to get participants to invest in their retirement. Panelists include: – Meghan Jacobson, Managing Director at J.P. Morgan Chase Asset Management– Lee Regan, Director of Product Management at Financial Fitness Group– Jerry Yen, CEO at Advice Analytics– Peter McNellis, […]
Financial Education As a Value Proposition for Credit Unions
by Sara Bashiri
We are a supplier member of CUES (Credit Union Executives Society) and individual credit unions across the nation, and we bring financial education to their members and employees. This helps them measure and document consumer financial well-being and health. We are one of the only suppliers in the financial wellness industry who have access to this network. Credit […]
Sarah Campagna, VP Financial Wellness at Summit Credit Union
by Sara Bashiri
Measuring and tracking the impact of financial well-being for employees is crucial to the overall strategy for credit union members. Sarah Campagna, vice president of financial wellness at Summit Credit Union, discusses how she works with Financial Fitness Group to implement a financial wellness program for her employees and community members. In our partnership, Summit […]
