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Kickstart Your Retirement: New Year, New Financial Goals

Financial Wellness Money Management Recording Retirement Savings

• Setting financial goals and making the most of your savings • Maximizing opportunities in different tax advantaged accounts • Practical tips on taxes, budgeting, and investing

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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Recording Resources

Social Security & Building a Social Security Bridge

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Video intro image graphic about Reducing Your Fiduciary Liability. Video presented by Greg Klein of Hays Financial Group

Financial Protection Recording

Reducing Your Fiduciary Liability

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