by 
Sara Bashiri
In the evolving landscape of financial advising, client engagement is paramount to building lasting relationships and ensuring mutual success. As we step into 2024, financial advisors must embrace innovative strategies to enhance client engagement. This blog post explores actionable tips to strengthen connections and stay ahead in a rapidly changing industry. 1. Personalized Communication: In […]
by Sara Bashiri
As we embark on a new year, it’s beneficial to stay informed of the latest developments in financial legislation. Among the notable changes is Secure Act 2, which brings some significant amendments to financial preparedness in 2024. These updates augment existing provisions that let retirement plan participants withdraw funds from their accounts for unforeseen emergencies. The […]
by Sara Bashiri
In an era when technological innovations fundamentally change the financial landscape, it’s no surprise that fintech is revolutionizing how we manage money and access financial services. What may come as a surprise, however, is how these fintech innovations intersect with the Community Reinvestment Act (CRA), a piece of legislation enacted in 1977 to encourage banks […]
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
Financial Fitness Group was excited to have our business development representative, Bradford Tate, represent us at this year’s Carolinas Credit Union League LAUNCH 2023 Conference. We were honored to participate in expanding our passion for connection and learning from other industry professionals. In this conference, we discussed the genuine need for financial wellness and the value FFG brings […]
by Sara Bashiri
Financial literacy is essential to reintegrating military members into society. After many years away from civilian life, you might miss the opportunity to put your finances in order. According to a survey by the National Foundation for Credit Counseling (NFCC), veterans are almost twice as likely to have recurring debt (58%) than civilians (34%), and 55% of veterans believe […]
by Sara Bashiri
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 […]
by Sara Bashiri
Buying a house is an exciting time! And planning can make this process even better. Before getting into the numbers and how much your mortgage could be, have a discussion with your family about what are the needs and wants of a house. Questions such as: Do I prefer a condo or a single-family home?, How much space […]
by Sara Bashiri
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 […]
by Sara Bashiri
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 […]
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