Russ Hackmann discusses the various financial concerns retirees face, including market trends, common mistakes in retirement planning, the importance of budgeting, tax planning, and the implications of lifestyle creep. He also delves into the pros and cons of annuities, common traps to avoid, and the significance of social security and RMD timing. Looking ahead to 2026, Russ emphasizes the need for a solid financial plan to navigate the evolving economic landscape.  Hackmann Wealth Senior Vice-President joins with a case study.

Reach Hackmann Wealth Partners at:

Boston:  617-674-2000

DMV:  703-997-5500

Hartford:  860-321-6800

Hackmann Wealth Partners

www.hackmannwealth.com

 

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