Russ looks at market performance so far for 2023 and looks ahead to the rest of the year.  He also points out some benefits of a Roth IRA that you may not be aware of and some new opportunities, some of which were brought forth by Secure Act 2.0.  In sharing case studies, Russ spoke of helping develop a more three-dimensional planning structure for a client who he said had too much in stocks and was only two years aware from retirement.  In another case study, he shared the challenges faced by a couple who had lost a lot of money in low performaning bonds and high-risk stocks.  He demonstrates how he helped them in structuring a plan with less exposure to downside shock and a much better upside.

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

Hackmann Wealth Partners

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