What is the Value of Financial Education?

In these turbulent times, financial education is vital for ensuring the holistic development of personal growth; as well as development of trade and commerce in an economy. The problem of financial anxiety has been observed due to the lack of financial education that prevents individuals from living a sustainable and fulfilling life. Imagine honing the […]

4 Easy Tips for Balancing a Holiday Budget

The holiday season is swiftly approaching. With the rise of the Omicron variant, impending lockdowns, and global supply chain issues- who’s to say what’s next! The pressure to get all your holiday shopping done while maintaining a budget is on! Yet one thing is always for certain, the holiday season is synonymous with spending. If […]

Why is financial literacy important to FAFSA?

The application for FAFSA (Free Application for Federal Student Aid) is officially accessible on October 1st for the 2022-2023 academic year. FAFSA is a form that current and prospective students use to determine their eligibility for financial aid. 18 million students file for FAFSA annually. Federal aid is disbursed in two forms: federal student loans […]

Financial Literacy: Understanding Cryptocurrency

Cryptocurrency is dominating the world of finance. It’s a tech-savvy way to invest that invites users to become experts. Different forms of cryptocurrencies are gaining plenty of traction in mainstream popularity. For unfamiliar users, it can be an off-putting and overly technical concept.  In simplified terms, cryptocurrency is essentially a decentralized digital currency in which […]

What is ESG Investing?

ESG, standing for Environmental, Social and Governance evaluates the impacts of ethical investments in a firm. Environmental, social, and governance are three distinguished factors that fortify accountability in managing each firm’s carbon footprint. ESG is a rapidly growing sector in the financial world; distinguished for incorporating social responsibility to practice. As an ethical approach to […]

Board Member Tricia Rothschild Featured on WealthManagement.com

Board Member and longtime Morningstar exec, Tricia Rothschild, has now departed Apex Fintech Solutions after less than a year formally with the firm. Apex Fintech Solutions, formerly Apex Clearing, is shuffling its leadership as the fintech firm prepares to go public by merging with blank-check company Northern Star Investment Corp. II, according to an announcement. Indeed, […]

Financial Fitness Group and the Iowa Insurance Division Create a Financial Literacy Program for State of Iowa Employees

The Save4Later Program was created in the partnership of The Financial Fitness Group and the Iowa Insurance Division to help State of Iowa employees learn more about their financial knowledge regarding retirement, saving, creating a financial roadmap, and much more. The program is created to be flexible and fit a user’s daily life and be […]

A Must-Have Employee Benefit: Financial Wellness

80% of the American workforce lives paycheck-to-paycheck, which creates stress and worry among these individuals. Organizations need to start offering financial wellness as an added benefit to their employees. Many individuals struggle to manage their finances and don’t know where to begin correctly. Adding financial wellness to an employee benefit plan will increase employees’ confidence […]

Financial Wellness Trends in 2021

Financial stress can hurt a company and its employees. Job satisfaction, attitude, and performance can also be affected when finances come into play, making it challenging to succeed inside and outside the workplace. Making sure companies have a positive company culture, flexibility, diversity and inclusion, benefits, and other opportunities will create a better environment for […]