Author Archives: HFM Advisors


The Sandwich Generation: Who is Caring for You?

An estimated 2/3 of caregivers are women.  Add to that the financial support given to your children and you are now part of a sandwich generation.  The financial, emotional, and mental stress can take its toll on your own physical and mental health.  This article provides some great tips on what you can do to take care of yourself, the caregiver. Click HERE to read more.


HFM Advisors and Heart of South Jersey team up for 10th year to collect coats

More than 18,000 men, women and children living in South Jersey were little warmer these past winter seasons because of how the community has responded to HFM Advisors’ annual Gloucester County Coat Drive.

With partnerships spanning across the county and more than 30 additional locations, volunteers of the drive are looking to comfort even more people, as HFM Advisors is scheduled to kick off this year’s efforts Oct. 15, which will continue through Jan. 31, 2020.

This will be the 10th annual drive and if last year’s success are any indication, thousands more people will be shielded from the cold this coming season with warm, dependable coats.

“We started this coat drive 10 years ago in the hopes that we’d collect a couple of hundred coats. Knowing more than 18,000 people benefited from this idea is the inspiration we need to do even more in this year’s drive,” said HFM Advisors President Michael Pallozzi.

Volunteers will continue to expand the drive’s reach to include other southern New Jersey counties such as Salem and Cumberland. Volunteers are currently setting up the three-foot tall boxes and will deliver them throughout the region next week.

HFM Advisors partners with Heart of South Jersey (www.heartsj.org), which distributes the donated coats to more than 20 nonprofit organizations. The Y.A.L.E school of Cherry Hill provides volunteers to help count, sort and deliver coats throughout the drive. These organizations help get the coats into the hands of veterans, children, families and the homeless.

“Our mission is to provide a coat for every man, woman and child in need in South Jersey. Keeping people safe and warm is part of who we are at HFM Advisors. It is an honor to be able to grow this coat drive to help even more people this coming year,” Pallozzi said.


10th Annual Coat Drive

Tuesday October 15, 2019 8:00 AM

STARTING OCTOBER 15th, 2019 through JANUARY 31, 2020.

Clean out your closets and donate a gently used or new men’s, women’s or children’s coat for our 10th annual HFM Coat Drive. Join us in our  This year we are hoping to provide over 3,000 warm coats to South Jersey area neighbors in need.

Click here to see the list of the 2019/20 coat drive drop box locations, a list of the charities receiving the coats, watch our commitment video and to learn more about HFM browse to:
https://hfmadvisors.com/liz-roth/

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Webinar Wednesday- Third Quarter Recap

Wednesday October 23, 2019 12:00 PM
 

Watch our webinar from where its most convenient!

Topic: Where do my returns come from? Learn what your account statement tells you and how it relates to the “markets” around the world. Hear from our own Jason Gabrieli, CFP and Investor Coach on how all the world markets performed in the first quarter (Q3) of 2019. We will begin with a global overview then feature the returns of stock and bond asset classes. There will be time for Q&A. Get ready to learn!

Join the Meeting:
On the Computer-Click Here to join the webinar 5 minutes before the start time.

Click “Open Zoom Meeting” and follow directions to download the application if you have never participated in a zoom (webinar) meeting.

On Smart Phone:

Click https://zoom.us/j/3680871559 and download the Zoom App. It will link to the meeting afterwards

To Join the Audio Conference: Dial by your location

+1 646 876 9923 US (New York)

+1 669 900 6833 US (San Jose)

Meeting ID: 368 087 1559

NO RSVP Required!

Approximately 30 minutes.

Event Types: 

Event date is past

Event Types:


Webinar Wednesday- Third Quarter 2019

Schedule Varies 12:00 PM

Watch our webinar from where its most convenient!

Topic: Where do my returns come from? Learn what your account statement tells you and how it relates to the “markets” around the world. Hear from our own Jason Gabrieli, CFP and Investor Coach on how all the world markets performed in the first quarter (Q3) of 2019. We will begin with a global overview then feature the returns of stock and bond asset classes. There will be time for Q&A. Get ready to learn!

Join the Meeting:
On the Computer-Click Here to join the webinar 5 minutes before the start time.

Click “Open Zoom Meeting” and follow directions to download the application if you have never participated in a zoom (webinar) meeting.

On Smart Phone:

Click https://zoom.us/j/3680871559 and download the Zoom App. It will link to the meeting afterwards

To Join the Audio Conference: Dial by your location

+1 646 876 9923 US (New York)

+1 669 900 6833 US (San Jose)

Meeting ID: 368 087 1559

NO RSVP Required!

Approximately 30 minutes.

Event Types:


Making Heads or Tails of Your Quarterly Statements

Tuesday October 29, 2019 6:30 PM
 

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room in our Glassboro Office on Rowan Blvd.

Approx. 90 minutes.

Event date is past

Event Types:


Making Heads or Tails of Your Quarterly Statements

Thursday October 24, 2019 9:30 AM
 

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held in the HFM Conference Room in our Glassboro Office on Rowan Blvd.

Approx. 90 minutes.

Event date is past

Event Types:


A must read-especially within 5 years of retirement

 

If you’re within 5 years of retirement, there are a handful of easy “thought exercises” you must do that can make or break your retirement plans.The problem is, many people put them off, thinking, “I’ll get to that later … it doesn’t matter right now.” Years later, they finally make the time to address them because they have no choice. By then, it’s often too late. Don’t fall into that trap.

Here at HFM we’ve found there are 3 essential pillars to a successful retirement plan.The sooner you address these 3 pillars, the better prepared you’ll be for a successful retirement. We put together this quick checklist and guide that we highly recommend you read.

Download your copy for free by clicking HERE to get our PDF of The 3 Pillars of Successful Retirement Plans: A Simple Checklist to Kick-Start Your New Work-Free Life

Here’s a taste of what’s inside:

  • Learn the 24 critical questions you need to ask yourself
  • Uncover commonly overlooked “blind spots” from your current retirement plan
  • Discover the steps you need to take during the years leading up to your work-free life!

We hope that this quick read sparks an “aha!” moment to help you craft a truly enjoyable retirement lifestyle. Remember, the sooner you prepare, the better positioned you’ll be for retirement. Go through it by yourself or with your loved ones.


Welcomed New Additions to the HFM Team!

As our HFM client family grows so does our employee family. Our goal is to consistently provide our clients with compliant top-notch service. With that in mind we want to introduce you to a few new team members that you may encounter the next time you contact our office with a question or to discuss your 401(k) plan.

 

 

 

 

 

 

 

Introducing…
Michelle Dillman

 

Client Services Assistant

A key department at HFM is our servicing department. The servicing team takes pride in providing efficient, compliant, fast turnaround for any assistance clients may need with their accounts. Michelle is a welcomed addition to our client servicing team. Michelle will assist Roxanne McGee our Client Services Coordinator. Together they will answer all client questions and make sure the t’s are crossed and the i’s are dotted.  One of our values as a financial advisor is to set our clients on a path to achieve their goals. As life unfolds change is inevitable, and clients’ plan, accounts, beneficiaries, RMDs, etc. may need revisions based on those changes.  Our Client services team is at the ready for all our clients needs. Michelle can be reached at mdillman@HFMadvisors.com

 

 

 

 


Caitlin Ege
Retirement Plan Associate

Caitlin is the “point person” for all things 401(k), Caitlin works to ensure our Plan Sponsors and participants receive the highest level of service. Whether it is scheduling participant workshops, sharing educational information with participants on the importance of saving for retirement, encouraging participants to use a budgeting tool or arranging for a plan sponsor to meet with an advisor, Caitlin helps to protect plan sponsors, guide positive participant outcomes and unify the client’s service team. She can be reached at cege@HFMadvisors.com or dial her direct at 856 302-7041.

 

 

 

 

 

 

 

Liz Roth
Administrative Assistant

The next time you call or visit our office you will no doubt meet our newest employee Liz Roth. Liz is responsible for supporting every aspect of our office and will help it to run smoothly. As you can imagine, an efficiently running office needs someone who fills in the gaps, pays attention to the details and ensures our service levels are reached. Liz will be the voice on the other end when you call our office and will happily answer your question or get you to the right team member who can. She can be reached at lizroth@HFMadvisors.com or 856 232-2270.

 

Again, we are excited to welcome our new team members to the HFM Family!


Making Heads or Tails of Your Quarterly Statement- ONLINE- RSVP Required

Wednesday April 24, 2019 6:30 PM

Workshop Highlights:

Here is your chance to have us walk you through all the paperwork or emails you receive monthly about your existing accounts.

  • Matson Money Statements
    Learn what those quarterly, colorful performance graphs & charts actually mean
  • Schwab Statements
    Will will also review the monthly statement from your Custodian Charles Schwab.
  • TCA Statements
    If you have a TCA account we will review the transaction statement in detail.

Held ONLINE at the convenience of your home or favorite coffee shop! Have your statements available.

Join the Meeting:
On the Computer-Click Here to join the webinar 5 minutes before the start time. Click “Open Zoom Meeting” and follow directions to download the application.

On Smart Phone:

Click https://zoom.us/j/3680871559 and download the Zoom App. It will link to the meeting afterwards

To Join the Audio Conference: Dial by your location

+1 646 876 9923 US (New York)

+1 669 900 6833 US (San Jose)

 

Meeting ID: 368 087 1559

Approx. 90 minutes.

Event date is past

Event Types: