Russ offers his weekly update on the markets and then moves into how he helped a couple who had good savings but no plan. He showed how he approached their big retirement risks and built-in income, safety in down markets, tax strategies, and a budget that factored inflation. Russ stays on inflation Russ talks about the efforts to combat inflation and strategies that will help deal with it now. He also shares a case study involving a couple in their early 60s with a lot of cash saved and concerns about risk and losing money. He explains solutions he discussed with them designed to give them consistent and increasing income.
You can reach Russ Hackman by calling 617-299-7676.