by 
Sara Bashiri
In the labyrinth of personal finance, taxes often stand as one of the most complex and daunting challenges. With ever-changing regulations, intricate forms, and potential pitfalls, it’s no wonder many individuals find themselves overwhelmed come tax season. However, there’s a beacon of assistance amidst this complexity: the tax professional. The benefits of working with a […]
by Sara Bashiri
Happy New Year!!! The Educated Investor team is pleased to start the 2024 new year with updated tax and financial information for you! Updates are now available online. For all our valued clients, all updates are made immediately available to you FREE of charge. Some of the highlights this year include: Secure 2.0 Act Education […]
by Sara Bashiri
As we embark on a new year, it’s beneficial to stay informed of the latest developments in financial legislation. Among the notable changes is Secure Act 2, which brings some significant amendments to financial preparedness in 2024. These updates augment existing provisions that let retirement plan participants withdraw funds from their accounts for unforeseen emergencies. The […]
by Sara Bashiri
In the relentless pursuit of success and financial stability, many individuals find themselves dancing on the precipice of burnout. The constant demands of modern life, coupled with economic pressures, can lead to exhaustion, stress, and an overall decline in well-being. This phenomenon, often referred to as financial burnout, highlights the crucial need for a balanced […]
by Sara Bashiri
A financial checkup involves assessing various aspects of your financial situation to ensure that you’re on track to meet your goals and that your financial health is in good shape. Here’s a checklist for a financial checkup in 2024: Budget Review: Emergency Fund: Debt Management: Savings and Investments: Insurance Coverage: Retirement Planning: Tax Planning: Career […]
by Sara Bashiri
Fintech companies have disrupted the traditional banking industry in an unprecedented way. Their innovative technologies and customer-centric approaches are reshaping how financial services are delivered, prompting credit unions to explore partnerships and collaborations with fintech firms to enhance their services and reach a broader audience. Credit unions, like all financial institutions, must keep pace with […]
by Sara Bashiri
In today’s dynamic financial landscape, rising interest rates loom, potentially affecting every aspect of your financial life. From mortgages to credit cards, and savings accounts to investments, interest rates play a pivotal role in your financial well-being. Thankfully, credit unions go beyond being just financial institutions: they serve as steadfast allies, providing their members with […]
by Sara Bashiri
In an era when technological innovations fundamentally change the financial landscape, it’s no surprise that fintech is revolutionizing how we manage money and access financial services. What may come as a surprise, however, is how these fintech innovations intersect with the Community Reinvestment Act (CRA), a piece of legislation enacted in 1977 to encourage banks […]
by Sara Bashiri
User Administration – User Invitation Event Action Triggers New Account Provisioning User Attributes in Exported Reports New Content Organization Interested to understand more about these features and functionalities? Contact support@financialfitnessgroup.com or sales@financialfitnessgroup.com
by Sara Bashiri
Financial Fitness Group is proud to announce, yet again, that we have been selected as a Shortlister Top Vendor for Q3 2023 for the following categories: – Financial Coaching– Financial Education Services– Financial Wellness Programs Top Vendors are selected quarterly according to a wide range of criteria. We continue to strive to dedicate ourselves to improving financial wellness. […]
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