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Many of our dreams require financial success to become a reality. These guided workshops, online Power Hour classes and videos are custom made for busy families who want clarity and confidence you're making the right financial choices.

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NAVIGATING 2023:

NAVIGATING 2023:

How to Plan and Invest for an Uncertain Year and the SECURE Act 2.0 Retirement Changes 

Online Power Hour Class, Wednesday, February 1 from 12-1:00pm EST

2023 brings new opportunities while we still face many of 2022's challenges — from rising interest rates, divisive political leadership, and the war in Ukraine to the possibility of a recession. Yet, the employment picture is brighter, gasoline and oil prices are lower, and the inflation rate decreased. 

Also, Congress passed the SECURE Act 2.0 as part of its omnibus budget on December 29, 2022. The SECURE Act 2.0 aims to increase retirement savings for Americans. The major provisions of this bill impact everyone’s retirement planning and include expanded savings opportunities, required minimum distribution changes, expanded Roth account opportunities, emergency funding, and retirement fund provisions. 

With all the uncertainty, how should you and your family plan and invest for 2023 and beyond?  Join us for our monthly online Financial Power Hour class to learn more about what you might expect from this year and how to plan for it.

Click the REGISTER button below to receive your secure link to join the online class.  If you cannot attend the live class, register to receive a link to the class recording.

Questions? Please contact (800) 416-1655 or hello@hiwealth.com.

STAY CALM AND REBALANCE VIDEO

STAY CALM AND REBALANCE VIDEO

Watch the video recording below. Class was held on Wednesday, December 7, 12:00pm-1:00pm EST 
Online Power Hour Class + Live Simulcast Events in Burlington, VT, Guilford, CT and Wethersfield, CT

Rebalancing is the process of periodically buying or selling assets within an investment portfolio to maintain your original or desired level of risk and reward.

Rebalancing offers investors the opportunity to buy low and sell high, taking the gains from high-performing investments within a portfolio and reinvesting them in assets that will potentially see growth. As financial markets move up or down, your original asset mix may go off target, causing your portfolio to carry more or less risk. 

Stay Calm & Rebalance

In this video class you will learn:

▪ How to take the edge off your investing biases by understanding and identifying potentially destructive behaviors
▪ Investing rules that may help manage your biases
▪ Why academic studies show that asset allocation is a critical aspect on how your portfolio might deliver on your goals
▪ How rebalancing affects your level of risk
▪ Why rebalancing is essential to prudent long-term investing and risk control

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

Our Speaker

Our Speaker

Greg Hammond, CFP®, CPA was our presenter for Stay Calm & Rebalance

Burlington, VT 

Burlington, VT 

Scott Iles hosted a live simulcast of the presentation in our office, 128 Lakeside Ave., Burlington, VT

Guilford, CT 

Guilford, CT 

Kevin Iles hosted a live simulcast of the presentation in our office, 652 Boston Post Rd., Guilford, CT

Wethersfield, CT 

Wethersfield, CT 

Mary McKone hosted a live simulcast of the presentation  in our office, 100 Great Meadow Rd., Ste 701, Wethersfield, CT

Everything You Want To Know About Retirement Accounts

Everything You Want To Know About Retirement Accounts

Watch the video and learn about:

  • Types of accounts such as IRA, Roth IRA, 401(k), 403(b), Solo 401(k)

  • Differences between types of accounts
  • Employer match 
  • The miracle of compounding
  • How much to save
  • Using employer plan limited options
  • RMDs & qualified charitable rollovers

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

CLICK TO WATCH
Investing 101 Financial Fundamentals

Investing 101 Financial Fundamentals

Sometimes all the different types of investments can seem overwhelming.

Watch the video and learn:

Basics that will empower you whether you want a refresher, are just starting out, graduating college, beginning a career, getting married, or assisting with finances for a loved one.

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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The Crypto Conundrum

The Crypto Conundrum

Should I convert a portion of my money into crypto based investments? 

There are questions and a lot of hype around cryptocurrency and other digital assets. From Bitcoin to Blockchain and non-fungible tokens, while some get rich, others lose their shirts.

Watch the video to learn more.

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com

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Market Update Town Hall Meeting

Market Update Town Hall Meeting

The financial markets do not react well to uncertainty and unexpected surprises. This year we are experiencing both. Russia’s invasion of Ukraine, continued supply chain issues from COVID restrictions and labor shortages, and rising interest rates to fight high levels inflation are creating volatility in the stock and bond markets. Investors enjoy and appreciate upside volatility in the financial markets, but downward volatility creates worry and concern.

This video of our market update and town hall meeting was held October 4th, 2022 to help ease concerns about the economy, investment portfolios and talk about potential opportunities for investors.

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com

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Tax Strategies

Tax Strategies

If you think you’re overpaying taxes, chances are you may be right.

Taxes impact every aspect of your financial wellbeing. Learn about the latest tax law changes that can be implemented by your tax advisor to help you manage your tax liability.

Managing your taxes efficiently involves a clear understanding of the tax saving opportunities available to you.


This video class will help you prepare for what is ahead in 2022.


Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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Solving the Social Security Puzzle

Solving the Social Security Puzzle

This video class is ideal for you and your family connections who want to maximize social security benefits in retirement, take an early retirement, or make more informed choices.

Social Security has the potential to be a key financial asset, yet too many American families fail to maximize their benefits.

Watch the video and learn:

  • Common mistakes you can make when filing
  • How Social Security benefits work for you and your spouse or partner
  • When and how to start receiving Social Security benefits
  • Opportunities to increase your benefits throughout retirement

Questions on this video? Please contact (800) 416-1655 or hello@hiwealth.com.

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Free Secure Document Shredding

Free Secure Document Shredding

Protect yourself from identity theft with this safe, secure opportunity to shred your most confidential documents. 

Bring up to 5 file size boxes of papers and documents for FREE confidential shredding by ProShred Security. Simply drop your documents off at our Wethersfield, CT office during regular business hours to be stored in a secure container for monthly shredding.

Please call us at (800) 416-1655 or email hello@hiwealth.com to schedule a drop-off.

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