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Foundational Investing

Recording Resources

In this presentation (2 of 3 in our 3-part series), we review the basics of investing for retirement. • Asset classes & diversification • Best practices to use and pitfalls to avoid when it comes to your investments • Simple investment solutions available in your workplace plan

• Saving vs. investing
• Asset allocation
• Diversification
• Key types of risk
• Steps to take to mitigate these risks

Additional Resources

Recording Resources

Know Your Numbers: Understanding Your Retirement Plan Statement

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Recording Resources

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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Recording Resources

Coordinating Social Security with Other Retirement Income

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