Building a Budget

For many, the term “budget” is a dirty word that causes stress, pressure and unnecessary arguments. In fact, the very term has caused more domestic disputes and divorces than any other word in the English language(1). Not to mention, media and television sitcoms have degraded the “budgeting process” and say it can’t be taken seriously(1). …

Posted in Finances, Financial Literacy, Fitness | Tagged , , , , , , , | Comments Off on Building a Budget

Introduction to Lifestyle Financial Planning

Personal finance isn’t just about building budgets or monitoring stocks. It’s ultimately about how you use financial education, principles and resources to improve your life. Without the principles and plans to support your numbers, it’s just a bunch of useless data. Lifestyle financial planning takes into consideration your psychological ideas – your desires, dreams and …

Posted in Finances, Financial Literacy, Fitness | Tagged , , , , , , , , | Comments Off on Introduction to Lifestyle Financial Planning

Resolutions to Make 2019 a Financial Success

With every new year, resolutions flow through our mind. We reach some, fall short for others and often give up on many by midyear. It’s time you stop selling yourself short, especially when it comes to your financial resolutions. The holidays have always been a meaningful cause to spend money. It’s the “giving season” so …

Posted in Finances, Financial Literacy, Fitness | Tagged , , , , | Comments Off on Resolutions to Make 2019 a Financial Success

Financial Fitness Group CEO Published in Forbes Finance Council

We’re excited to share the latest article by our CEO Miguel D. Vasquez published in Forbes Finance Council. ‘Six Steps To Implementing Financial Education In The Workplace’ Read the full article on Forbes here >>

Posted in Employee Wellness | Tagged , , , , , , | Comments Off on Financial Fitness Group CEO Published in Forbes Finance Council

The Demand for Personalized Financial Health

The aim to empower consumers and improve financial health is taking center stage in the financial industry. But why now? Factor 1: The Economic Climate Many Americans have spent the past ten years climbing out of the Great Recession. Additionally, we can recognize the wealth gap widening – some have improved their financial status while …

Posted in Finances | Tagged , , , , , , , | Comments Off on The Demand for Personalized Financial Health

5 Steps Entrepreneurs Should Take to Mitigate Risk in Retirement

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 …

Posted in Finances, Financial Literacy, Retirement | Tagged , , , , , | Comments Off on 5 Steps Entrepreneurs Should Take to Mitigate Risk in Retirement

Digital Transformation Brings Financial Education to the Forefront: Part 2

With the digital disruption becoming increasingly relevant in our economy, it is more important than ever for organizations, regardless of industry, to understand what customer experience means. It has been defined in many ways, but our definition aims to explain the scope of customer experience: Customer experience: the interactions between an organization and a customer …

Posted in Finances, Financial Literacy, Financial Providers | Tagged , , , , , , , | Comments Off on Digital Transformation Brings Financial Education to the Forefront: Part 2

Digital Transformation Brings Financial Education to the Forefront: Part 1

Why Digital Transformation is a Necessity for the Financial Service Industry Investing in digital technologies to accelerate marketplace position is no longer optional. It’s a requirement to get ahead. Digital technologies produced increased customer awareness, enabling research and broadening their options on how they can manage their money. As a result, financially educated customers are …

Posted in Finances, Financial Literacy | Tagged , , , , , , | Comments Off on Digital Transformation Brings Financial Education to the Forefront: Part 1

Importance of Financial Literacy for Public Sector Employees

Financial education can be a significant benefit for both government agencies, the systems they serve, and especially for the public sector employees. Financial literate employees are less likely to end up with financial woes. Not only does financial stress affect work productivity and absenteeism, it may also mean fewer requests for salary advances or hardship …

Posted in Employee Wellness | Tagged , , , , | Comments Off on Importance of Financial Literacy for Public Sector Employees

Financial Fitness Group Expands Morningstar Relationship to Launch New Financial Education Solution for Financial Services Institutions

The new Morningstar® Investing Classroom™Deluxe offers financial services firms the opportunity to create engaged, confident and educated investors SAN DIEGO, CALIFORNIA (May 22, 2018) – Precision Information, LLC., DBA Financial Fitness Group (FFG) (www.FinancialFitnessGroup.com), headquartered in San Diego, CA, which provides interactive financial education solutions for the financial services industry and Inc. 5000 companies across …

Posted in Press Release | Tagged , , , , | Comments Off on Financial Fitness Group Expands Morningstar Relationship to Launch New Financial Education Solution for Financial Services Institutions