In this episode of The Wall Street Sweeper, Russ Hackmann discusses how to capitalize on the current market upswing while being mindful of potential risks. He emphasizes the importance of tax strategies in retirement and explores the benefits of upgrading old annuities in light of rising interest rates. The conversation also includes listener stories that highlight practical financial insights and the need for a clear understanding of one's financial situation.  Hackmann Wealth Senior Vice-President Jack Young offers a “feel good” case study.

 Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

www.hackmannwealth.com