Hackmann 5050

Russ opens with his weekly update on Wall Street and a bit better tone for the past week possibly due to inflation data.  He stresses the need to protect yourself from the Big Six retirement risks which are market risk, outliving money, inflation, investments, taxes, and the possibility of needing some form of long-term care.  As he does every week, Russ shares case studies involving his work with clients.  One involved a couple that had to retire sooner than planned due to covid and how he worked with them to solidify their plan and help them realize their dream of extensive traveling in retirement.  He then discussed a couple who he helped move out of bond and international funds after they switched to his services from those of a big box firm.

You can reach Russ Hackmann by calling 617-299-7676.

Hackmann Wealth Partners

Russ opens with his weekly update on Wall Street and a bit better tone for the past week possibly due to inflation data.  He stresses the need to protect yourself from the Big Six retirement risks which are market risk, outliving money, inflation, investments, taxes, and the possibility of needing some form of long-term care.  As he does every week, Russ shares case studies involving his work with clients.  One involved a couple that had to retire sooner than planned due to covid and how he worked with them to solidify their plan and help them realize their dream of extensive traveling in retirement.  He then discussed a couple who he helped move out of bond and international funds after they switched to his services from those of a big box firm.
You can reach Russ Hackmann by calling 617-299-7676.
<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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