Resources

Hays Financial Group will continue to share our industry experience. Stay tuned for updated content.

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GET STARTED SAVING FOR YOUR RETIREMENT

Uncategorized, Video

– Why to save for retirement and getting started with your workplace plan– How much you should contribute to your plan to make sure you’re saving enough for your future–

VISUALIZE RETIREMENT

Video

• Understanding the different phases of retirement• Decumulation of your savings and asset allocation• Social Security and your legacy

Behavior of Retirement Savers

Video

In this presentation, we take a look at:• the brain and motivation• different behaviors that influence our decisions, and• what we can do as investors to foster positive behaviors helping

HINDSIGHT IS 20/20

Library

At some point in your life, you have probably heard someone wiser and more experienced tell you, “Hindsight is 20/20”. This phrase applies to investing as much as it does to

RETIREE PROFILES: LIFESTYLES IN RETIREMENT

Video

In this video, we discuss the profiles of current retirees from an EBRI survey conducted on 2,000 retired households. We analyze the lifestyles of these five retiree groups. Then, develop

IT’S A NEW YEAR, TURN A FRESH FINANCIAL PAGE

Video

The start of a new year is a time when many of us reassess our finances and look to make improvements. This presentation will walk you through that process and

INFLATION EFFECTS ON RETIREMENT SAVINGS

Video

In this presentation you will learn about: • Inflation – What is it? • How inflation impacts investments and preparing for retirement • What you can or should do about

RETIREMENT PREPAREDNESS

Video

This video covers what you need to ensure you are prepared for retirement: — Distribution options — Tax implications — Social Security — Making your savings last

IMPORTANCE OF SAVING EARLY

Library

The earlier you start saving for retirement, the more likely you are to accomplish your goals. Look at these three individuals and what they need to do to succeed.

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.

SECRETS TO RETIREMENT PLAN DESIGN

What Participant Behavior Is Telling Us About Key Plan Features

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.

ROTH OR PRETAX

This is one of the most common conundrums in retirement savings. This presentation discusses the differences and advantages of each. It also shines light on Roth savings in your employer-sponsored plan compared to a Roth IRA. You should save as much as you can anyway you can, and we will help you understand how Roth and pretax fit into your retirement savings strategy.

LOANS, HARDSHIPS,
AND DISTRIBUTIONS

We all want to keep our money saved for retirement. Yet, there are situations in which you might need to access these funds early, like an emergency. This presentation covers different options such as loans, hardship withdrawals, and distributions. When are these options available and what are the implications of each.

BUDGETING

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.