Building a Retirement-Ready Portfolio: Balancing Risk, Reward & Market Changes
Learn how to build a portfolio that supports long-term growth and weather changing markets. We’ll cover how to balance risk and reward as retirement approaches.
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Taxes & Withdrawals: Keeping More of Your Retirement Money
Discover smart strategies to withdraw from your accounts in a tax-efficient way. We’ll explore the order of withdrawals, tax considerations, and how to help your savings last longer.
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Are You on Track With Your Finances?
You work hard for your paycheck. Is your retirement plan keeping up? Join HFG’s Greg Klein, CFP® for practical tips to help you stay on track for retirement.
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It’s A New Year, Turn A Fresh Financial Page
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 give you tips to think about with your retirement savings. We discuss: • prioritization • making small impactful changes • new IRS limits • financial documents you might want to get in order this year
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