Financial Fitness Group Is Selected As A Top Shortlister Vendor For Q4 2022

Financial Fitness Group is proud to announce, yet again, that we have been selected as a top Shortlister Vendor or Q4 2022 for the following: – 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. Thank […]

Credit Unions Will Gain a Competitive Advantage over Banks by Focusing on Financial Wellness 

Credit unions are finding more value in the financial wellness of their members as they look to gain a competitive advantage over traditional banks. Nowadays, with more families living paycheck-to-paycheck, and 40% of U.S. credit union members living paycheck to paycheck, on any given day 49% of Americans cannot afford a $400 emergency (source: Motley […]

Financial Education as a Value Proposition for Credit Unions For Employees and Members   

The lack of financial education, especially after COVID-19, has many people at a disadvantage. With 80% of people living paycheck to paycheck and under strong financial and employment insecurity, it is critical now more than ever before to increase overall financial knowledge. Imagine the advantages that can come with having a strong grasp of how […]

Summer is Ending, but Saving Is Beginning 

So, you’ve splurged on concerts, travel, and good times this summer. We participate in more activities and sometimes slip and spend more money than anticipated. That is what summer is all about. But as the kids return to school and fall approaches, understand why you are saving and how much you should put away each […]

What are 401k Plans? An Introduction:

You’ve probably heard the term 401k from your employer. But what exactly is a 401k? A 401k plan is an employer-sponsored profit-sharing plan named after section 401k of the US Internal Revenue Code.  Employees can take cash payments in the form of a retirement plan if they so elect. The percentage taken out is your […]

FFG Board Member Tricia Rothschild talks to Wealth Solutions Report about How History Shows the Markets Beat Inflation

Full Article Is Available on Wealth Solutions Report Here Morningstar Partner Financial Fitness Group Says Inflation Problems Are Short-Term, History Demonstrates in the Long-Term Staying Invested Is Always the Smart Move Few natural landmarks in North America can stake a claim to fame, like the Old Faithful Geyser at Yellowstone National Park. Unlike other landmarks […]

7 New ESG Courses Are In Our Investing Classroom

We’re excited to announce that we’ve expanded our extensive and robust library. We curated seven new ESG (environmental, social, and governance) courses for our Investing Classroom. These courses cover a broad range of topics, such as approaches to sustainable investing, metrics used, current trends and issues, and building a sustainable portfolio. Adopting a sustainable approach […]