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Budgeting

Financial Wellness Recording

Do you find it hard to save money for emergencies or retirement? If so, a budget may make you more aware of your income and your expenses, and it may enable you to make more informed spending and saving choices. Learn how to create a budget based on your personal preferences and look at different budgeting systems.

Additional Resources

Recording Resources

Live Q&A Recording: June 2025

- If there is no employer match, should I still save in my 401(k)? - How do I know if I am ready to retire? - With all the ups and downs in the market lately, should I be changing how my money is invested? ...and more!

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Recording Resources

Live Q&A Recording: August 2025

- What is mega-backdoor Roth, please explain? - How is my personal rate of return calculated?

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Video intro image graphic about A Better Understanding of Your Retirement Plan Statement. Video presented by Greg Klein of Hays Financial Group
Financial Protection Recording

Retirement Plan Statements – A Better Understanding

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