by 
Sara Bashiri
The Baby Boomer generation enjoyed a 40-year stock market run and rising housing prices to accumulate wealth for themselves. Baby Boomers held on to that wealth for most of their lives and continued to add to it. They did so much to the frustration of younger generations. However, the tides may be changing soon. Many […]
by Sara Bashiri
GuidedChoice’s innovative approach to leveraging technology to provide a financial advisor in your pocket through its 3Nickels app, combined with Financial Fitness Group’s Financial Fitness platform, provides a holistic approach to improving a user’s overall financial wellness. We recently spoke to GuidedChoice about the rollout of the 3Nickels app to showcase our collaboration. The Challenge: Why […]
by Sara Bashiri
The sad reality is that health insurance is a luxury, not a right. Not everyone can afford it. When times get tough, the first thing that goes is health insurance. Some may be able to afford health insurance. Either privately or through an employer. Yet, this is not a guarantee that there won’t be any […]
by Sara Bashiri
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 […]
by Sara Bashiri
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? […]
by Sara Bashiri
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 […]
by Sara Bashiri
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 […]
by Sara Bashiri
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 […]
by Sara Bashiri
The United States has more than 4,800 credit unions with total assets amounting to $2.14 trillion. Meanwhile, nearly 88,000 credit unions have served more than 393 million members worldwide as of 2021. With such numbers, operating credit unions is no longer a small-scale cooperative venture. Decision-makers must adequately plan and strategize to guide their organizations […]
by Sara Bashiri
Many types of retirement scams make consumers vulnerable. Retirement scams are often the most financially devastating frauds to retirees. The Federal Trade Commission (FTC) reports that roughly 10% of seniors in America have been victims of financial fraud or abuse. That’s a troubling statistic when you consider that most of these crimes go unreported because […]
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