A Conversation About Costs

Recording Retirement Optimization

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.

Additional Resources

Illustration of 529 plan in theme of elementary education writing pad with chalkboard and headings What is a 529 plan and Who owns the funds. This image discribes 529 state sponsored plans for saving and investing money to withdraw tax-free for future qualified education expenses. These plants can be granted to anyone with a social security number or tax ID number - even the account beneficiary. Account holders are free to change the beneficiary at any time.

Communication

529 Plans

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Screenshot image of Hays Financial Group's information about CARES Act Legislation Update

Communication Financial Protection

Cares Act Updates

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Recording Retirement Optimization

Retirement Preparedness

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

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