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Houma, La.-based Hassell Wealth Management announced its new investment strategy and research partnership with East Bay Investment Solutions.
In this video we talk about a financial planning concept or tax planning tool called qualified charitable distributions. You may hear of it referred to as QCD for short.
If you sustained more damage in Hurricane Ida than insurance covered, here’s what you need to know about deducting those losses on your tax return.
Paying off your mortgage sounds like a good idea, but it probably isn’t the best use of your money. Here’s why.
Katie Cuccia Hebert, a Wealth Advisor at Hassell Wealth Management in Houma, LA, has been awarded the highly regarded CERTIFIED FINANCIAL PLANNER™ mark.
Why should you own a bunch of different stocks when you can invest in just the best-performing companies? Watch this video to learn why diversification matters.
Whether you are dealing with insurance claims due to Hurricane Ida or another storm, these tips can help.
A financial plan can address all aspect of life related to money.
Hassell Wealth Management, a Houma, La.-based RIA, has added Gary J. Birdsall, Jr., JD, CFP®, to its team of Wealth Advisors.
If you are charitably inclined and have appreciated shares, watch this video to learn how to get a double tax benefit for your charitable gifts.
If you have a high-deductible health plan, you can contribute to a health savings account. Read this article to understand how an HSA may help you.
One of the biggest concerns for early retirees is the cost of health insurance. We explain how you can plan to retire early and save on premiums.
You can streamline your charitable gifting using a donor-advised fund such as Fidelity Charitable. Watch this video to learn the benefits and how to get started.
Roth IRAs have several benefits that make them very desirable. Here are factors to help you decide whether a Roth is right for you.
If you leave your job, you have several options when it comes to your 401(k), including rolling it over to an IRA. Here are points to consider.
Hassell Wealth Management has hired Katie Cuccia Hebert, MBA, as a Wealth Advisor at the fiduciary, fee-only advisory firm.
Trying to decide whether you rent or buy a home? Read this article for questions to ask yourself before you do either.
It’s an election year. What does that mean for your investments? Find out what history tells us about market and portfolio performance and what you should do.
Running a business can present you with unique challenges. Here are three top personal finance facing business owners when planning their future.
When markets decline as they have during the COVID-19 pandemic, a financial advisor can provide the expertise that helps you take advantage of a range of financial strategies to achieve your goals.
Not only is estate planning essential to ensure your estate is handled once you pass away, but current events also highlight the importance of making sure your health and finances are taken care of should you become incapacitated.
If you are charitably inclined, you may have heard of donor-advised funds. Find out how a DAF works and whether it’s right for you.
As a small business owner, there’s a good chance you’ve felt the impact of the coronavirus pandemic. Fortunately, the recently passed CARES Act, will help many businesses get the financial support they need to stay above water.
For individuals, the CARES Act expands aid through tax changes, unemployment insurance, cash payments, and other financial support meant to ease the economic burden this pandemic has caused.
To enhance your wealth, it can help to understand how the account type that you choose affects the taxation of your investment income.
While your retirement accounts have suffered recent losses, stock market corrections can provide financial planning opportunities that help enhance wealth when markets recover.
Stock market downturns like the one we are experiencing now can leave you in a difficult position as you take required minimum distributions (RMDs) from your retirement accounts, such as 401(k)s and traditional IRAs.
The newly enacted SECURE Act has important changes that affect financial and retirement planning strategies. Here are key changes.