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2023 IRS Contribution Limits

Communication Retirement Optimization

2023 IRS Limits for Retiirement Plans (PDF Download)

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Video intro image graphic about Budgeting Basics. Video presented by Greg Klein of Hays Financial Group

Financial Wellness Recording

Budgeting Basics

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Infographic from Hays Financial Group describing effective savings rates per day across three age groups to save $300,000 by age 65. 25 year old needs to save $5 per day. 35 year old needs to save $10 per day. 45 year old needs to save $22 per day.

Communication Retirement Optimization

Importance Of Saving Early

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Text and graphic two step process for Hays Financial Group's clients to white label for describing steps to enroll and choose an amount to contribute to a 401(k) for their employees.

Communication Financial Wellness

Plan Highlights Basic Steps (Eng-Span)

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