Russ provides a market update with some cautious optimism with the advice to always be prepared for the financial Cat 5 storm.  Russ advises against investing in municipal bonds due to the risks associated with lending to government entities. Russ also emphasizes the significance of planning for retirement and ensuring that you have enough money to sustain your lifestyle. He recommends considering Roth conversions before required minimum distributions (RMDs) kick in. Lastly, Russ discusses the impact of inflation and the potential benefits of investing in equities.

Reach Hackmann Wealth Partners at 617-674-2000.

Hackmann Wealth Partners