Russ opens with his weekly market update and then moved into a discussion about how many people feel they are properly diversified when, in fact, they are not. He also talked about the tax deduction for those 65 plus and the proper strategies that should be wrapped around that. Estate planning was also a part of the conversation and Hackmann Wealth Senior Vice-President Clare Hare joins with a case study.
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Smart Charitable Giving Strategies for Retirement
46:35

Identify Financial Red Flags
46:55

Interest Rate Uncertainty
46:46