INVESTING STRATEGIES

Learn about simple and powerful actions that you can take with your investments, such as: • Proper diversification • Simple investing tips • Easy-to-use investment options • Avoiding typical investing pitfalls

BUDGETING BASICS

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.

A CONVERSATION ABOUT COSTS

Retirement plan costs are important to understand. In this video we explain the costs, where to find out more about them, and why your retirement plan offers big benefits outweighing any cost.

FOUNDATIONAL RETIREMENT SAVINGS

This video covers everything you need to know about getting started saving in your employer sponsored plan and staying on track to retirement success, like: – Why save in your employer plan?

EMOTIONS & INVESTING

Retirement planning involves many complex decisions. This video will help you better understand emotions and behaviors with your retirement account. We discuss mental shortcuts savers use with their savings and investments. Plus, we give you simple suggestions for combating negative behavior to help you succeed.

YEAR-END SAVINGS TOPICS

Holiday spending, last minute tax situations, and getting off on the right foot next year are all themes we cover in this video. Many people assess their finances and retirement savings at the beginning/end of the calendar year. If you are one of them, keep these items in mind.

RETIREMENT PLAN STATEMENTS – A BETTER UNDERSTANDING

Has a retirement plan statement ever shocked or bewildered you? This video will shed light on key sections of the statement. It will also give you tips for how to persevere when you open that envelope or click on that link to view your statement following a market downturn.

WHY RETIREMENT PLAN EDUCATION MATTERS MORE THAN EVER

COVID-19 is impacting employee’s retirement plans. Join Hays Financial Group for an informative webinar on how to educate employees about their retirement plans. Give your employees the tools and knowledge to save with confidence and help your company plan succeed.

SOCIAL SECURITY

Learn about a key pillar in your retirement plan – Social Security. We discuss the basics including the status of this vital program. Plus, we will look at crucial points in deciding when to receive benefits for you and/or your spouse.