Investment Management
Stephen Hassell, CFP®
What to Do with Your Investments During an ...

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.

What to Do with Your Investments During an Election Year
Retirement Planning
Stephen Hassell, CFP®
Top 3 Personal Finance Challenges Business ...

Running a business can present you with unique challenges. Here are three top personal finance facing business owners when planning their future.

Top 3 Personal Finance Challenges Business Owners Face

Retirement Planning

Long-Term Care Planning: Weighing Your Options Before You Need Them

Long-Term Care Planning: Weighing Your Options Before You Need Them

Long-term care planning is one of the most overlooked parts of retirement. Learn how to weigh your options clearly and make it part of your bigger financial picture.

Sequence-of-Returns Risk: Why Retirement Timing Matters

Sequence-of-Returns Risk: Why Retirement Timing Matters

The “when” of market losses can affect your retirement. Learn how sequence-of-returns risk works and how a financial strategy can help mitigate the impact.

The Mega Backdoor Roth: A Powerful Strategy for High Earners

The Mega Backdoor Roth: A Powerful Strategy for High Earners

The mega backdoor Roth lets high earners move thousands of dollars annually into tax-free Roth accounts. Here is how it works, who qualifies, and what it can mean for your retirement.

Should You Take the Pension Income or a Lump Sum Rollover?

Should You Take the Pension Income or a Lump Sum Rollover?

Wondering if you should take pension income or a lump sum rollover? Explore the pros, cons, and other factors to consider, including taxes, legacy wishes, and inflation.

Why Consider Roth Conversions in Retirement?

Why Consider Roth Conversions in Retirement?

Why consider a Roth conversion? Learn how this retirement strategy can help you manage your tax bracket, provide tax-free income, and support your long-term financial goals.