Did you know that March is National Credit Education Month? This is an important topic for Financial Fitness for Life because we are constantly educating employees about what a credit score is and why it’s crucial in establishing and maintaining overall financial wellness. In this piece we will cover three key topics relating to consumer credit:
Don’t ever say, “It won’t happen to me.” We are all at risk and the stakes are high – both for your personal and financial well-being and for our Firm’s standing and reputation. Cybersecurity is everyone’s responsibility. By following the tips below and remaining vigilant, you are doing your part to protect yourself and others.
Christian Mango, president of Financial Fitness for Life, a financial wellness consulting firm that works with recordkeepers, plan advisers and plan sponsor clients, has noticed a steady increase in interest in managed accounts over the past year.
Financial wellness solutions have rapidly become popular with employers, who typically look to the retirement plan advisor to help choose a solution from an increasingly crowded landscape. While many financial services companies claim to offer a solution, some offer little more than platitudes, sleep-inducing content, and some online calculators. How can retirement plan advisors make an informed choice?
