Russ opens with a look ahead and his expectations for the markets in 2023. He shares how he has helped clients address the big six retirement risks of market, outliving money, taxes, inflation, excessive fees, and long term care. Russ then covers some additional New Year’s resolutions including having an actual plan and the avoidance of letting hope be your strategy, getting too involved in stock picking, and having too much at risk within five years of and in retirement.
You can reach Russ Hackmann by calling 617-299-7676.