Smart strategies to optimize your retirement savings and prepare for what’s ahead

Retirement might feel far away or right around the corner—but either way, it’s important to be prepared! The new Pre-retirement Savings Guide and on-demand video are here to help you make confident choices.

Watch The Video

What you’ll learn:

• Saving benchmarks to help you see if your savings are on track
• Social Security tips for making the most of your benefits
• Medicare breakdowns to help avoid surprises
• Smart strategies for boosting your savings

You can also download the corresponding worksheet to help you feel more prepared for your next chapter.

Download the Pre-Retirement Savings Guide

Benefits of Financial Education

•         For employees: Better planning leads to less stress, more focus, and increased financial confidence.
•         For employers: Financially-educated teams are happier, more engaged, and better prepared for the future. When employees are equipped to retire on time, organizations can reduce the rising costs associated with delayed retirement—such as higher healthcare expenses and slower workforce transitions.

Looking for More Employee Education?

Supporting teams with ongoing education builds morale and engagement. Contact us to explore ways to keep employees connected with valuable resources.

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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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