80% of Americans agree they would benefit from having basic financial education and information.
Source: The 2013 Consumer Financial Literacy Survey, The National Foundation for Credit Counseling
Dealing with your finances can be overwhelming. Without the necessary comprehension, many feel ill-equipped to make the significant financial decisions we face today. In an effort to continuously provide you with information that could impact your financial portfolio and make informed decisions, we have developed an educational program consisting of workshops, webinars, and a variety of communications, all designed to educate and inform you about issues that have affected or could impact your financial situation.
Education
On an ongoing basis, Hughes Financial Services hosts a number of workshops and webinars that focus on areas we believe are most relevant and timely to our clients’ financial situations. Topics include but are not limited to:
Estate Planning
Managing Your Retirement Income
Risks in Retirement
Cybersecurity
Preparing for Retirement
Economic Market Updates
Tax Law Changes
Social Security
- Roth IRAs
Our workshops and webinars are commitment and sales-pitch free and are open to our clients and their friends, family members, and colleagues. We encourage our clients to invite guests who may also benefit from the material provided during our workshops.
Communications
Quarterly Economic Update Newsletter
An in-depth and timely perspective on the markets with a close look at issues that may affect the markets or your investment portfolio on a quarterly basis
Click here for the most recent version of the Quarterly Economic Update Newsletter
Tax Impact Report
Insight provided twice a year on tax-related issues that may impact your investment portfolio and potential strategies you should consider employing to maximize your financial assets
Click here for the most recent version of the Taximpact Report
Articles & Checklists
Designed to provide information on issues such as retirement planning, tax strategies, estate planning, financial risks, and more