Russ Hackmann discusses the current state of the markets and the impact of political forces on tech market leaders. He also highlights the challenges faced by people retiring in the next five years and the importance of having a solid financial plan. The conversation touches on topics such as hanging on to gains, estate planning, and the role of AI in the market.  Russ emphasizes the need for a comprehensive plan that can withstand market volatility and discusses strategies for minimizing taxes in retirement and optimizing investment choices.  Hackmann Wealth Partners Senior Vice-President Clare Hare also joins with a case study.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners

Russ Hackmann discusses the current state of the markets and the impact of political forces on tech market leaders. He also highlights the challenges faced by people retiring in the next five years and the importance of having a solid financial plan. The conversation touches on topics such as hanging on to gains, estate planning, and the role of AI in the market.  Russ emphasizes the need for a comprehensive plan that can withstand market volatility and discusses strategies for minimizing taxes in retirement and optimizing investment choices.  Hackmann Wealth Partners Senior Vice-President Clare Hare also joins with a case study.
Reach Hackmann Wealth Partners at 617-674-2000.
<a href="https://hackmannwealth.com">Hackmann Wealth Partners</a>

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.

Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.

Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.

For more information, visit https://hackmannwealth.com/ or call (617) 299-7676.

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.
Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.
For more information, visit <a href="https://hackmannwealth.com/">https://hackmannwealth.com/</a> or call (617) 299-7676.

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