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.
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