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Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

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All of us at Hackman Financial Group understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.

Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life.

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

When Heirs are Imperfect

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The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

 

How Often Should You Update Your Estate Strategy?

Review your legacy approach regularly, particularly following significant life events or legislative updates.

Asset Allocation

Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.

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Most stock market analysis falls into three broad groups: Fundamental, technical, and sentimental. Here’s a look at each.

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Overview of Medicare Advantage, what’s in them, special rules, and more.

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See how starting early—not saving more—can be the most powerful move you make for your long-term future.

U.S. Personal Savings Rate

What can be learned from the savings rate?

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Get a snapshot of your overall financial picture by calculating your total net worth.

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Estimate how much of your Social Security benefit may be subject to federal income tax.

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Estimate how much home may fit within your budget based on income and expenses.

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See how long your current savings might last if a disability interrupted your income.

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See how catch-up contributions after age 50 could significantly boost your retirement balance.

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Jane Bond: Scaling the Ladder

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

Bull and Bear Go To Market

Learn about the difference between bulls and bears—markets, that is!

Behavioral Finance

An amusing and whimsical look at behavioral finance best practices for investors.

Leaving Your Lasting Legacy

Want to do more with your wealth? You might want to consider creating a charitable foundation.

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