Russ opens with his weekly review of the week in the markets.  He then moves into a discussion about the adjustment period when first entering retirement and discusses some year-end strategies to consider.  Russ also gives a couple of case studies of how he set up an income plan for a client in a high-risk investment situation and how he fortified the portfolio and built in cash flow for a couple.

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

Hackmann Wealth Partners