Employee Newsletter: Financial Health Edition

May 7, 2024 •

HFM Financial Health EE Newsletter 1 1 scaled

As a plan sponsor, employees want you to support their financial well-being.

Achieving financial health takes time and commitment, here are three tips to help your employees stay focused:

  1. Make savings a routine they can stick to
  2. Set realistic goals
  3. Get help from a financial professional

Just as physical health requires commitment, good habits, and professional guidance, achieving financial health needs time , persistence, and small yet powerful changes. By empowering your employees to improve their financial fitness, you are contributing to their overall well-being and satisfaction.

Download the Newsletter

HFM Investment Advisors, LLC.

856-232-2270

www.hfmadvisors.com

401kteam@hfmadvisors.com

102 West High Street Suite 200, Glassboro, NJ 08028

 

Investment advisory services are offered through HFM Investment Advisors, LLC, a registered investment adviser. Please remember that securities cannot be purchased, sold or traded via e-mail or voice message system. This email transmission and any documents, files, or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender by telephone at 856-232-2270 or return and delete the original transmission and its attachments without reading or saving in any manner.

This information was developed as a general guide to educate plan sponsors and is not intended as authoritative guidance or tax/legal advice. Each plan has unique requirements, and you should consult your attorney or tax advisor for guidance on your specific situation.

©401(k) Marketing, LLC. All rights reserved. Proprietary and confidential. Do not copy or distribute outside original intent.

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Disclosure: HFM Investment Advisors, LLC is a registered investment adviser. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. All investments involve risk and are not guaranteed. Information expressed does not take into account your specific situation or objectives and is not intended as a recommendation appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment advisor to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

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