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Bitcoin ETF, Where Does It Fit Into Your Investments?

Bitcoin ETF, Where Does It Fit Into Your Investments?

Bitcoin has made a comeback in the last few weeks with the SEC's recent approval of Bitcoin ETFs. So, what does this mean for investors? Jason explains the implications of the Bitcoin ETFs, their accessibility for average investors, and the impact of this development on the value of Bitcoin while evaluating the risks regarding your investment strategy. He also discusses the broader context of investing in volatile assets like Bitcoin and offers guidance on approaching them within a diversified investment portfolio. Tune into this episode to also learn: The fundamentals of Bitcoin ETFs and their role in the financial market…

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5 Helpful Ways to Organize Your 401(k) Fiduciary Files

5 Helpful Ways to Organize Your 401(k) Fiduciary Files

Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind. As a plan sponsor, one of your primary responsibilities is ensuring that your company's retirement plan operates smoothly and within the boundaries of compliance regulations. This is no small feat, especially when dealing with the complexities of a 401(k) plan. One of the ways to help enable hassle-free management is by maintaining neat and tidy records. This article will provide you with some practical tips and best practices on how to organize and document your fiduciary files. Why Is Retirement Plan Documentation…

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2024 Compliance Calendar

2024 Compliance Calendar

Stay ahead of deadlines with help from our annual Compliance Calendar. If you have any questions about deadlines or information requested, please contact us to review today! Download 2024 Compliance Calendar   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…

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Navigating the New Normal: A 2023 Economic Overview

Navigating the New Normal: A 2023 Economic Overview

So, how did 2023 end up?  According to the news or social media, the economy and the average person are worse off than ever. In this episode, Jason and Catherine refute that notion with real-world data and examples, and provide a balanced perspective on current economic conditions, including inflation, the GDP, and the growth of personal net worth in the U.S. Tune into this episode to also learn: How does the constant stream of negative financial news affect our perception of the economy? What are the actual numbers behind the U.S. economy's performance post-pandemic compared to the rest of the…

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Should You Invest in AI Stocks?

Should You Invest in AI Stocks?

Welcome to a festive edition of the Dollar Wise podcast! Jason Gabrieli and Catherine Allen-Carlozo, both Certified Financial Planners at HFM Investment Advisors, delve into the latest world of Artificial Intelligence (AI) stocks. Tune in to hear them discuss the recent trends of investing in AI and the massive influx of AI-related companies. You will explore the risks, opportunities, and misconceptions surrounding AI investments and understand the need for caution and well-informed decisions. It's a conversation packed with insights, making it a must-listen for anyone curious about AI's role in the future of investing. Tune into this episode to also…

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Breaking Down Medicare: What You Should Know Before Enrolling

Breaking Down Medicare: What You Should Know Before Enrolling

Jason Gabrieli is joined by recurring guest Bill Webb from Saratoga Medicare Advisors to dive into the topic of Medicare. They recognize that Medicare can be a complex subject and often misunderstood, leading to surprises regarding coverage. Jason and Bill aim to provide valuable insights and dispel misconceptions about Medicare. They start by breaking down the different parts of Medicare, exploring what they cover and who is eligible. They also discuss the options available regarding Medicare supplement and Medicare Advantage plans, highlighting the differences and benefits of each. Whether you're approaching Medicare eligibility or just looking to expand your knowledge,…

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Optimize 401(k)
Optimize 401(k) Plan Administration: Q4 Newsletter

Optimize 401(k) Plan Administration: Q4 Newsletter

Stay informed about the latest updates and responsibilities regarding your 401(k) plan. Our latest newsletter is curated to provide valuable insights on end-of-year administrative tasks, plan headaches to avoid and tax strategies for business owners. Download the Newsletter   HFM Investment Advisors, LLC. 856-232-2270 401kteam@hfmadvisors.com 102 West High Street Suite 200, Glassboro, New Jersey 08028 HFM Investment Advisors, LLC is a registered investment adviser. The 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…

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end-of-year 401(k) tasks
A Comprehensive Guide to End-of-Year 401(k) Tasks

A Comprehensive Guide to End-of-Year 401(k) Tasks

As the end of 2023 draws near, those responsible for their company 401(k) plan have much to consider. With a combination of standard annual tasks and new SECURE Act provisions on your plate, we are here to help you. This article is a helpful guide for wrapping up 2023 smoothly! We will dive into those end-of-year 401(k) tasks that require your attention including plan design review, SECURE Act preparation, Required Minimum Distributions (RMDs), employee deferrals and more. Annual Review An annual review is a great time to kick the tires and make sure your plan is still working well. Assessing…

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2024 Contribution Limits

2024 Contribution Limits

The new Retirement Plan Contribution Limits are official! The following limits are going up for 2024: Maximum contributions for 401(k), 403(b) and 457 increases to $23,000 Maximum contributions for individual retirement accounts (IRAs) increases to $7,000 Maximum contributions for highly compensated employees increased to $155,000 Maximum contributions for SIMPLE retirement accounts increased to $16,000 Review the full list of contribution limit changes below and share with your plan participants! Download the 2024 Contribution Limits   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…

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What To Do With Those Old 401(k)s

What To Do With Those Old 401(k)s

  Whatever happened to that old 401(k) at your first job? Today, learn how to manage old employer retirement plans. Throughout this episode, gain insight into the various paths you can take with accrued retirement balances from past employment ventures. Jason reviews the options available to you, discussing the benefits and drawbacks of each to aid you in making informed choices regarding your retirement nest egg. As the conversation unfolds, you'll be acquainted with options such as retaining the plan with its current status, merging it into a new employer's arrangement, shifting it to an IRA, or opting for a…

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