Call Us Today!   (203) 698-5561

HACKMANN WEALTH PARTNERS' BLOG

How to Recognize and Prevent Elder Financial Abuse 

Financial abuse can be a complicated subject, but at its most basic level it involves taking advantage of an older adult through manipulation or intimidation to steal their money or property. What are the risk factors for financial abuse? Elderly…

January 15, 2020 | Read More >

SECURE Act & Your Retirement

If you were busy with the holiday hustle-and-bustle, you may have missed some of the details of the SECURE Act.  Your retirement planning process will likely need to be reviewed because of the SECURE, or Setting Every Community Up for…

January 1, 2020 | Read More >

Retirement Resolutions for A New Year

Some Americans are making their financial health a priority in the new year with resolutions to increase savings, reduce debt, and cut unnecessary spending. According to a survey conducted by Fidelity Investments, the top motivation for considering finance related resolutions…

January 1, 2020 | Read More >

Qualified Charitable Contributions for 2019

We are nearing the end of 2019 and the opportunity to give for this year.  If a person has reached the age of 70.5 they can make cash donations to charities that are approved by the IRS that are outside…

December 10, 2019 | Read More >

2020 Important Retirement Numbers

Every new year brings a fresh beginning, this can be just as true now as it ever was. In 2020, expect increases in savings pretax limits for workers looking toward retirement. If you’ve already reached retirement age, you’ll see a…

December 4, 2019 | Read More >

2020 Contribution Limits for Employer Sponsored Plans

The 2020 contribution and benefit limits have been released by the IRS.  The contribution limit for employees who participate in 401(k), 403(b), most 457 plans, and the federal government’s Thrift Savings Plan is increased. The following limits are applicable to…

November 19, 2019 | Read More >

2019 Catch Up Contributions

The IRS does a good job of providing the country’s elder statesmen with ways to save for retirement. Some of the most popular investment vehicles the IRS provides access to for the benefit of US taxpayers include 401(k) accounts and…

October 29, 2019 | Read More >