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How One Expert Helps Small Business Owners Build Leaders, Scale Operations, and Create a Ripple Effect of Success

How One Expert Helps Small Business Owners Build Leaders, Scale Operations, and Create a Ripple Effect of Success

In today’s fast-paced business world, finding the right leadership and operational strategies is essential for sustainable growth. Jim Bradley, founder of Precision Profits, is dedicated to helping businesses unlock their full potential by improving leadership, enhancing efficiency, and creating lasting value. Through his experiences and expertise, Jim helps business owners overcome challenges, develop strong teams, and scale their operations to new heights. In this insightful interview with Michael Pallozzi, Jim shares his approach to leadership development, the ripple effects of his work, and how he is helping small businesses thrive. The Ripple Effect of Jim’s Work One of the key…

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7 Tips to Help Participants with Long-Term Saving

7 Tips to Help Participants with Long-Term Saving

Improving retirement outcomes means keeping participants focused on the long-term.   Helping employees focus on long-term savings is not easy, especially during uncertain times. Still, employers have seen success. Despite stubborn inflation, a recent survey reports that plan participation and saving rates have reached all-time highs.[1] This is great news, but it’s only part of the solution. Many employees join a retirement plan without fully understanding its purpose. Without such an understanding, they may struggle to stay on track during market volatility, save less than they need, or even cash out early. On the other hand, employees who feel financially…

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Employee Education: Budgeting and Saving

Employee Education: Budgeting and Saving

Take Control of Your Finances with Our On-Demand Webinar and Budgeting Worksheet Managing money can feel overwhelming, but it doesn’t have to be. This on-demand webinar and budgeting worksheet are here to help! This educational toolkit is designed to give you the confidence to budget, save, and plan for the future. Watch the Video What the webinar covers Why budgeting matters: Discover where your money is going and take charge of your finances. Debt strategies: Find out how to pay down debt while still saving for what’s important. Goal setting made simple: Plan for emergencies, vacations, and retirement with ease…

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Retirement Leadership Insights

Retirement Leadership Insights

Wondering how to help your 401(k) plan and committee succeed? Explore our Retirement Leadership Insights newsletter: it covers simple ways to keep your plan on track! What does a 401(k) committee do? A committee’s work shapes the success of your plan! Read about what they focus on. Tips for smooth committee transitions New members on the committee? Keep things running smoothly with these tips. Should you consider auto-features? Auto-enrollment and auto-escalation help employees save—automatically! But they’re not for everyone. Read the Full Newsletter 102 WEST HIGH STREET, SUITE 200 GLASSBORO, NJ 08028 HFM Investment Advisors, LLC is a registered investment…

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Should You Consider Auto-Features for Your Retirement Plan?

Should You Consider Auto-Features for Your Retirement Plan?

Auto-enrollment and auto-escalation are now standard for new plans. But how can you know if these “table-stakes” are a good option for your plan?   Studies have shown that auto-features, such as auto-enrollment and auto-escalation, help boost participation and savings rates. However, not all plans offer these plan design features, and existing plans aren’t obligated to adopt them. Under the SECURE Act 2.0, new 401(k) and 403(b) plans must include auto-enrollment and auto-escalation, beginning in 2025. Choosing to include automatic features in your retirement plan design is an important and potentially complex decision.   Here are some key factors to…

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Breaking Barriers: Tyler Hoehe’s Journey from Criminal Justice to Business Leadership

Breaking Barriers: Tyler Hoehe’s Journey from Criminal Justice to Business Leadership

Breaking Barriers: Tyler Hoehe’s Journey from Criminal Justice to Business Leadership Entrepreneurship is often a journey filled with unexpected twists and turns, and few stories capture this better than that of Tyler Hoehe. As one of the youngest entrepreneurs featured on the Dollar Wise Podcast, Tyler’s path to business ownership was far from conventional. What began as a career in criminal justice transformed into her taking the reins of Ed’s Body Shop, a fourth-generation family business that she now leads with passion and vision. A Different Dream: From Law Enforcement to Business Ownership When Tyler graduated high school, she had…

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401(k) Playbook for Company Leadership

401(k) Playbook for Company Leadership

Your workforce is your greatest asset. A well-managed 401(k) plan can help you attract, retain, and engage top talent. Are you getting the most out of your 401(k) plan? Ask yourself: Is your plan helping to improve employee retention? Are you offering benefits that today’s employees want? Is your 401(k) designed for long-term success? If you answered "no" to any of these questions, it’s time for a change. Let’s talk about how to enhance your 401(k) and keep your team happy without a drastic cost increase. Download Your 401(k) Playbook 102 WEST HIGH STREET, SUITE 200 GLASSBORO, NJ 08028 HFM…

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From Criminal Justice Dreams to Running a Legacy: Tyler Hoehe’s Story

From Criminal Justice Dreams to Running a Legacy: Tyler Hoehe’s Story

Welcome back to the Dollar Wise Podcast. In this episode, host Michael Pallozzi sits down with Tyler Hoehe, the fourth-generation owner of Ed's Body Shop in Bridgeton, NJ. Tyler shares her incredible journey from dreaming of a career in law enforcement to becoming the youngest entrepreneur featured on this podcast. Discover how her family's legacy influenced her decision to take over the business, the challenges she faced as a woman in a traditionally male-dominated industry, and how she's expanding the shop's services to include heavy-duty equipment repair. This conversation dives deep into her growth, passion, and dedication to carrying on…

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401(k) Committee Changes and Tips to Help New Members

401(k) Committee Changes and Tips to Help New Members

As senior leaders start to retire, learn best practices for smooth committee transitions.   Change is upon us. The Silver Tsunami is lifting the baby boom generation into retirement. For many companies, this means shifts in 401(k) committee leadership. As with all committee processes, having a clear plan is essential. A well-documented transition process can help new and existing members understand their roles, and smooth and consistent transitions will keep plans operating seamlessly. Develop a consistent onboarding process A thorough and repeatable process for onboarding new committee members is essential. In many cases, the process begins with an orientation program…

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Employee Education: Designing Your Future

Employee Education: Designing Your Future

Financial education makes a big difference. That’s why the Designing Your Future on-demand webinar is now available! This easy-to-follow video and worksheet provide guidance on setting smart money goals and building a secure future. It’s simple, free, and available anytime. Watch the Video What the webinar covers Short-term goals: Tips on essentials like building an emergency fund and managing debt. Mid-term goals: Strategies for saving for big purchases or career growth. Long-term goals: Insights for retirement planning. Download the Worksheet Benefits of a Financial Education For employees: Better planning leads to less stress, more focus, and increased financial confidence. For…

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