by 
Sara Bashiri
MADISON, Wis. – The Wisconsin Department of Financial Institutions (DFI) today announced Gov. Tony Evers proclaimed April 15 – 21, 2023, as Money Smart Wisconsin Week to raise awareness about the importance of financial literacy education and financial wellness. “Financial education gives folks the tools they need to make sound financial decisions and reach their own financial goals, dreams, […]
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
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 […]
by Sara Bashiri
The times are changing! It’s no secret that Gen Z is the generation of change—they were born into a rapidly evolving world. Gen Z women are setting themselves up for success by learning about finance and why it’s so essential in life. This generation proudly prioritizes financial literacy and is three times more likely to take […]
by Sara Bashiri
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 […]
by Sara Bashiri
It’s officially tax season! Did you know that all income, whether earned from work or resulting from investments, is subject to tax reporting and taxation? Financial institutions send annual informational tax returns to the IRS and individual taxpayers showing income to the taxpayer. To help taxpayers complete their income tax return forms, the IRS […]
by Sara Bashiri
Thank you, Tina Powell, for featuring our board member Tricia Rothschild. It was an exciting episode that mentioned our platform at Financial Fitness Group and all our offerings. Tricia is a trailblazer and goes into depth to discuss the evolution of fintech and women being a part of the industry. At 37 minutes, she mentions […]
by Sara Bashiri
We’ve heard the phrase “blinded by love” before, but don’t be blinded to the point that you fall into debt. In 2021, consumers lost a record $547 million to romance scams, according to a report from the Federal Trade Commission—and that’s just among those who report it. Older people are common targets for romance scams. Scammers […]
by Sara Bashiri
Credit unions are mission-driven organizations that serve their members to help them achieve financial wellness. But with high interest rates, it’s important for credit unions to work with their members to fully understand the impact that a high interest rate environment can have on their financial lives. Credit unions are among the most popular […]
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