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Financial Planning & Advice

Year-End Savings Topics

Financial Planning & Advice Recording

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.

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Additional Resources

Video intro image graphic about Inflation Effects on Retirement Savings. Video presented by Greg Klein of Hays Financial Group
Financial Planning & Advice Recording

Inflation Effects On Retirement Savings

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 counteracting the effects of inflation

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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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