As we approach the end of the year, Russ covers some financial matters we should approach before the end of the calendar year.  He talks about RMDs, charitable donations, 401(k), Roth, and tax harvesting.  Russ and Vice-President Jack Young share a case study and we go back to the year 1980. You can reach Russ Hackmann at 617-674-2000. <a href="https://hackmannwealth.com">Hackmann Wealth Partners</a>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

As we approach the end of the year, Russ covers some financial matters we should approach before the end of the calendar year. He talks about RMDs, charitable donations, 401(k), Roth, and tax harvesting. Russ and Vice-President Jack Young share a case study and we go back to the year 1980. You can reach Russ Hackmann at 617-674-2000. Hackmann Wealth Partners See omnystudio.com/listener for privacy information.

As we approach the end of the year, Russ covers some financial matters we should approach before the end of the calendar year.&nbsp; He talks about RMDs, charitable donations, 401(k), Roth, and tax harvesting.&nbsp; Russ and Vice-President Jack Young share a case study and we go back to the year 1980. You can reach Russ Hackmann at 617-674-2000. <a href="https://hackmannwealth.com" rel="noopener noreferrer">Hackmann Wealth Partners</a>See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Tie Up Financial Loose Ends

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.
Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.
For more information, visit <a href="https://hackmannwealth.com/">https://hackmannwealth.com/</a> or call (617) 299-7676.

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Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes. Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation. Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States. For more information, visit https://hackmannwealth.com/ or call (617) 299-7676.

Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management. Prior to founding Hackmann Wealth Partners, Russell served as president of Axio Group and Axio Insurance Services, a New York-based securities and insurance distribution company. In addition, Russell served as Global Head of Variable Annuity Reinsurance at Swiss Re and held various executive positions in the derivatives business of Lehman Brothers, Bank of America, and UBS. Russell earned a bachelor’s degree magna cum laude from the Georgetown University School of Foreign Service, an MBA with high honors from the University of Chicago Graduate School of Business, and also holds the Chartered Financial Analyst (CFA) designation.
Hackmann Wealth Partners offers financial planning, portfolio risk review and asset management, legacy and estate planning, and insurance services throughout the United States.
For more information, visit <a href="https://hackmannwealth.com/" rel="noopener noreferrer">https://hackmannwealth.com/</a> or call (617) 299-7676.

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