Here Are a Few Big Strategic Questions for Credit Union Leaders

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 […]

FFG is attending T3 2023

We are excited to participate as a Gold Sponsor and Exhibitor at the T3 Technology Tools for Today conference from 3/12-3/15. Financial Fitness Group’s CEO, Patrick Quirk, will be joining a well-rounded panel of industry thought leaders that include Suzzane Siracuse, CEO of Suzanne Siracuse Consulting and Savvy Ladies Board Member, Cheryl Nash, CEO of Financial […]

Updating Financial Communications Library to Comply with IA Rule

The Securities and Exchange Commission is enforcing a recently adopted set of rules that cover investment adviser marketing (the IA rule). Regarding the “marketing rule,” (§ 275.206(4)-1), Financial Fitness Group has made specific updates to our existing Financial Communication library,  which includes 18 presentations and 200 individual images, to comply with the new requirements. In […]

Financial Fitness Group Is Selected As A Top Shortlister Vendor For Q1 2023

We’re ringing in the new year with a new achievement! Financial Fitness Group is honored to be selected by Shortlister as a Top Vendor for Q1 2023 for the following categories: – Financial Coaching – Financial Education Services – Financial Wellness Programs Thank you to Shortlister for recognizing us and our fantastic team and clients who helped us achieve this!

Next Year Will Bring a Big Jump in Retirement Plan Contribution Limits 

Who said inflation didn’t have any perks! This is one of them: according to the IRS, you can now sock away a much larger amount of money to your retirement plan. Whether you have a 401k, an IRA, or another plan, the IRS’s cost-of-living adjustments resulted in noticeably higher contribution limits for 2023.   Inflation is […]

Savvy Ladies partners with Financial Fitness Group to launch its Financial Knowledge Program of Courses, furthering its Mission to Empower Women Through Free Financial Education

NEW YORK, NY – October 25, 2022 – Savvy Ladies, a nationally recognized non-profit organization championing financial literacy and supporting free financial education for women, is launching the Savvy LadiesⓇ Financial Knowledge Program. This new educational program of free financial courses is in partnership with the Financial Fitness Group, developers of industry-leading interactive financial wellness […]

Bridging the Persistent Gender Gap in Financial Literacy

Financial education can make a huge difference in everyone’s lives. Numerous studies show financial literacy can help people manage their money more effectively and thereby help them maintain an improved standard of living. The FINRA Investor Education Foundation and the National Endowment for Financial Education recently scrutinized more than 76 research experiments on the benefits […]