by 
Sara Bashiri
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 […]
by Sara Bashiri
During this session, you will gain insight on how AI solutions facilitate plan sponsors and fiduciaries to get participants to invest in their retirement. Panelists include: – Meghan Jacobson, Managing Director at J.P. Morgan Chase Asset Management– Lee Regan, Director of Product Management at Financial Fitness Group– Jerry Yen, CEO at Advice Analytics– Peter McNellis, […]
by Sara Bashiri
Our founder and chairman at Financial Fitness Group, Joe Saari, was a panelist at the SPARK Forum along with our partner group Corporate Insight. At this conference, Joe went in depth reflecting on his expertise on retirement solutions and reflected about how the COVID-19 pandemic affected the financial wellbeing of many. Along with the presentation, […]
by Sara Bashiri
We are both excited and honored to announce that our very own founder and board member, Joe Saari, will be speaking at the annual SPARK Forum 2021. The SPARK Forum is highly touted as a leading advocacy organization in the retirement plan industry. This annual leading conference is a unique opportunity, and free to attend […]
by 
Megan McLean
As COVID-19 is still at an all-time high, millions of Americans have been hurt financially and are still recovering. If you are out of work and do not have any income coming in, you may be considering withdrawing from your retirement savings. While the $1,200 stimulus check has been distributed to Americans making less than […]
by 
Sara Turnley
MADISON, Wis. – CUNA Mutual Retirement Solutions announced Financial Fitness, a new online program offered to all retirement plan participants. The interactive program goes beyond simple education by featuring a financial fitness assessment and score, personalized curriculum based upon needs and preferences, game mechanics, and one-on-one support from an internal team of retirement consultants. It is […]
by Sara Turnley
You’ve heard it many times – how crucial it is to save for the future and set up financing for retirement. Contributing money to a retirement account is one of the most productive uses of your income. Many individuals are even contributing to more than one type of retirement account. From IRAs to Health Savings, […]
by Sara Turnley
Social Security was created with the intentions of being supplemental income for eligible beneficiaries to use as retirement assistance. It’s also geared for those who are unable to work due to disability. Over the years, that intention has completely changed. Now it’s viewed as a national retirement plan, but this is far from the intention. […]
by Sara Turnley
When thinking about the “retired life,” chances are you’re envisioning golden years filled with leisure, fun, and comfort. Unfortunately, this isn’t the reality for most people because of the financial difficulties or lack of understanding around the shift of responsibility from employer to individual for retirement contributions. This doesn’t have to be the case for […]
Retirement planning is often an afterthought for business owners. There are uncertainties considering its futuristic state. Entrepreneurs commonly ask, will I even live to see retirement? Will I enjoy enough success from my business that I can afford not to fund it separately? Aren’t my immediate expenses more of a priority anyway? These deterrents cause […]
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