Still in the New Year the podcast devotes time to considering financial goals or resolutions, how to approach them, and how to stay on track.  These include everything from paying off debt to increasing your savings and more.

Russ also talks about considering “graduating” to a different kind of financial advisor and especially if you’re near retirement.  He also stresses the need to consider good estate planning.  Hackmann Wealth Senior Vice-President Clare Hare offers a case study.

You can reach Hackmann Wealth Partners by calling 617-674-2000.

Hackmann Wealth Partners

See omnystudio.com/listener for privacy information.