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HACKMANN WEALTH PARTNERS' BLOG

Thinking About Rolling Over Your 401k?

An increasing number of employers offer 401(k) plans for their employees. It’s estimated that the average employee will have 10 jobs before they hit 40 years old. This means that there are millions of 401(k) accounts that are essentially orphans.…

February 11, 2020 | Read More >

Long Term Care, Why It Matters

Millions of people in the U.S. are unable to care for themselves and need long-term care services. These people need assistance in performing one or more self-care activities of daily living such as eating, bathing, dressing, and executing basic movements…

February 4, 2020 | Read More >

Money Conversation with Your Kids 

Planning for retirement sometimes is filled with numerous preparations.  One step at a time you put your life and your finances in order so that the remainder of your years are spent enjoying the lifestyle and security you have worked…

January 28, 2020 | Read More >

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 >