Financial Fitness Group

Topics for every financial level Financial Fitness Content

Our content library has over 15,000 pieces of content that engage, assess and connect the individual to financial activities.

From the foundations of finance to advanced financial planning, our content provides participants with the resources and education needed to significantly improve their financial knowledge, attitudes, and behaviors.

Interactive Activities

Our library provides interactive content to improve financial education engagement. Expand your financial knowledge by utilizing our financial calculators and personalized forms.

Multimedia Courses

We offer tutorials, audio courses, animated videos and bilingual courses covering topics for every financial level.

Engagement

Choose from our content to build an educational library that is unique and engages your organization’s needs. We provide financial wellness articles, whitepapers, promotional materials, email, and content templates.

Assessments

Utilize our Financial Fitness SCORE™ to assess participants current financial standing, test their financial knowledge with progress assessments and benchmark their financial wellness with the National Financial Fitness Index.

Sample of our content offerings

Personal Finance

  • Budgeting
  • Emergency Funds
  • Bankruptcy
  • Home Buying
  • Credit Cards
  • Financial Action Plans
  • Debt Management
  • Student Loans
  • Preventing Forclosure
  • Getting Married
  • Estate Planning
  • Flexible Spending Accounts
  • Getting Your Taxes Done
  • Life Insurance
  • Rebuidling Credit
  • Taxes
  • Identity Theft
  • Lifestyle Planning
  • Power of Attorney

Savings & Investment

  • Investment Goals
  • Retirement Planning
  • Understanding Ballance Sheets
  • Types of Stocks
  • Taxes on Different Investments
  • Bond Investing
  • Small, Mid, and Large-Cap Stocks
  • Risk Tolerance
  • Certificates of Deposit (CDs)
  • Convertability
  • Mutal Fund Basics
  • Governemtn Bonds
  • Index Funds
  • Investment Strategy
  • Money Market Funds
  • Money Market Accounts

Retirement

  • Pension Plans
  • Roth IRAs
  • Retirement Planning
  • Long-Term Care Insurance
  • IRA Deductions
  • Life-Cycle Funds
  • Retirement Risks
  • Social Security
  • Type os IRA Accounts
  • Where to Live in Retirement
  • Working in Retirement
  • Choosing Life Insurance
  • Withdrawing from Yuor Portfolio
  • Tax-Deferred Accounts
  • Reverse Mortgages
  • Keogh Plans
  • Medicare
  • Taxes in Retirement

See Our Full Content Library List

Want to see more of our content library options? Submit a form and our experts will follow up.

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