Welcome to HFM’s Ignite Knowledge Base
Here you’ll find downloadable articles and resources on many different financial topics we help our clients with every day. We’ve grouped these resources into categories for every stage of your financial journey: from early careers to retirement; wealth building to emergency planning; investment education to building good money habits.
Looking to talk through a specific question or opportunity from what you’ve learned? We’re here to help. Visit HFM60° for details.
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Stating your Financial Journey | Early Career & New to Finances Resources
What is a 401(k)?
Taxed Now or Later Roth vs Traditional
7 Simple Steps to Organize Your Financial Life
Documents Adults Need
Financial Health Edition
Dollar Cost Averaging
What is a Recession
Designing your Future
Budgeting & Building Good Money Habits | Day-to-Day Financial Management Resources
Budgeting Edition
Household Budgeting Worksheet
Tackling Student Loans
3 Tips to Tackle Debt
8 Credit Building Tips
Your Money Check-up
Growing Savings & Investments | Mid-Career & Wealth Building Resources
The Power of 1%
Making the Most of Your Employer Match
Consolidating Retirement Accounts
Savings Buckets Edition
Savings Best Practices
Your Past, Present, and Future to Financial Wellness
Preparing for Life’s Uncertainties | Emergency & Risk Management Resources
Disaster Relief
The Impact of Taking a 401(k) Loan
Major Life Transitions & Planning for the Future | Career Change, Family, & Life Goals Resources
Debt Management Edition
Complete Financial Checklist
Three Pillars of Wellness
Pre-Retirement Planning & Decisions | 5-10 Years Before Retirement Resources
Retirement Income Plan
Retirement Birthday Overview
Important Birthdays
Retirement Savings and Milestones
Super Catch-up Contributions
Distribution Options
Retirement & Social Security Decisions | Age 62-70 & Beyond Resources
Should You Wait til 70 for Social Security
Married – Social Security Checklist
Widowed – Social Security Checklist
Single – Social Security Checklist
Divorced – Social Security Checklist
4 Parts of Medicare