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Hassell Wealth Management

Home
About
How We Help
401(k) Plans
Blog
Careers
Contact
Client Login
Get Started
September 8, 2020
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
August 11, 2020
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
Hassell Wealth Management
June 1, 2024
Financial Planning

Young Investor’s Guide to Building a Financial Future Part 1: Where Do You Start?

Hassell Wealth Management
June 1, 2024
Financial Planning
Young Investor’s Guide to Building a Financial Future Part 1: Where Do You Start?

Here are three financial areas for young investors to focus on: debt, compounding returns, and tax-advantaged accounts.

Tagged: Young Investor, Credit Card Debt, Compounding Returns, 401(k), IRA, Roth IRA

Hassell Wealth Management
November 16, 2022

Investment Strategist Team Joins Hassell Wealth Management

Hassell Wealth Management
November 16, 2022
Investment Strategist Team Joins Hassell Wealth Management

Houma, La.-based Hassell Wealth Management announced its new investment strategy and research partnership with East Bay Investment Solutions.

Stephen Hassell, CFP®
September 8, 2022
Financial Planning

Video: Qualified Charitable Distribution Overview

Stephen Hassell, CFP®
September 8, 2022
Financial Planning
Video: Qualified Charitable Distribution Overview

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.

Tagged: QCD, Qualified Charitable Distribution, Tax Planning, IRA, RMD, Required Minimum Distribution

Katie Cuccia Hebert
March 18, 2022
Tax Planning

Can I Deduct My Damage from Hurricane Ida on My Tax Return?

Katie Cuccia Hebert
March 18, 2022
Tax Planning
Can I Deduct My Damage from Hurricane Ida on My Tax Return?

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.

Tagged: Insurance, Hurricane Ida, Hurricane Damage, Casualty Loss Deduction, Tax Returns

Hassell Wealth Management
December 13, 2021

Hassell Wealth Management’s Katie Cuccia Hebert Is Awarded CFP® Certification

Hassell Wealth Management
December 13, 2021
Hassell Wealth Management’s Katie Cuccia Hebert Is Awarded CFP® Certification

Katie Cuccia Hebert, a Wealth Advisor at Hassell Wealth Management in Houma, LA, has been awarded the highly regarded CERTIFIED FINANCIAL PLANNER™ mark.

Hassell Wealth Management
November 17, 2021
Financial Planning

Should I Pay Off My Mortgage Early?

Hassell Wealth Management
November 17, 2021
Financial Planning
Should I Pay Off My Mortgage Early?

Paying off your mortgage sounds like a good idea, but it probably isn’t the best use of your money. Here’s why.

Tagged: Mortgage, Amortization, Compounding, Investing, Debt

Katie Cuccia Hebert
October 1, 2021
Investment Management

Video: Why Should I Diversify?

Katie Cuccia Hebert
October 1, 2021
Investment Management
Video: Why Should I Diversify?

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.

Tagged: Diversification, Apple, Exxon, Fortune 500, S&P 500, Developed Markets, Emerging Markets

Hassell Wealth Management
September 28, 2021
Insurance

Making Sense of Storm-Related Insurance Claims

Hassell Wealth Management
September 28, 2021
Insurance
Making Sense of Storm-Related Insurance Claims

Whether you are dealing with insurance claims due to Hurricane Ida or another storm, these tips can help.

Tagged: Hurricane Ida, Storm Damage, Insurance Claims

Stephen Hassell, CFP®
July 1, 2021
Financial Planning

Video: Gifting Appreciated Shares

Stephen Hassell, CFP®
July 1, 2021
Financial Planning
Video: Gifting Appreciated Shares

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.

Tagged: Tax Planning, Capital Gains, Charitable Giving, Appreciated Shares

Stephen Hassell, CFP®
April 1, 2021
Retirement Planning

Video: Retire Early and Save Money on Health Insurance Premiums

Stephen Hassell, CFP®
April 1, 2021
Retirement Planning
Video: Retire Early and Save Money on Health Insurance Premiums

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.

Tagged: Early Retirement, Health Insurance, Premium Tax Credits, Medicare

Stephen Hassell, CFP®
March 15, 2021
Charitable Giving

Video: Streamline Charitable Gifting with a Donor-Advised Fund

Stephen Hassell, CFP®
March 15, 2021
Charitable Giving
Video: Streamline Charitable Gifting with a Donor-Advised Fund

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.

Tagged: Philanthropy, DAF, Fidelity Charitable, Donor-Advised Fund

Katie Cuccia Hebert
December 1, 2020
Investment Management

Should You Roll Over Your 401(k) to an IRA?

Katie Cuccia Hebert
December 1, 2020
Investment Management
Should You Roll Over Your 401(k) to an IRA?

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.

Tagged: 401(k), IRA, Roth Conversion, Tax Planning

Hassell Wealth Management
September 29, 2020

Hassell Wealth Management Expands Team with New Wealth Advisor

Hassell Wealth Management
September 29, 2020
Hassell Wealth Management Expands Team with New Wealth Advisor

Hassell Wealth Management has hired Katie Cuccia Hebert, MBA, as a Wealth Advisor at the fiduciary, fee-only advisory firm.

Katie Cuccia Hebert
September 10, 2020
Financial Planning

Is It Better to Rent or Buy in the Bayou Region?

Katie Cuccia Hebert
September 10, 2020
Financial Planning
Is It Better to Rent or Buy in the Bayou Region?

Trying to decide whether you rent or buy a home? Read this article for questions to ask yourself before you do either.

Tagged: Renting, Homeownership, Buying a Home

Stephen Hassell, CFP®
September 8, 2020
Investment Management

What to Do with Your Investments During an Election Year

Stephen Hassell, CFP®
September 8, 2020
Investment Management
What to Do with Your Investments During an Election Year

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.

Tagged: 2020, Election Year, Presidential Election, Investment Returns, Market Volatility

Stephen Hassell, CFP®
August 11, 2020
Retirement Planning

Top 3 Personal Finance Challenges Business Owners Face

Stephen Hassell, CFP®
August 11, 2020
Retirement Planning
Top 3 Personal Finance Challenges Business Owners Face

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

Tagged: Diversification, Retirement Income, Cash Flow, Valuation, Small Business, Business Owner

Hassell Wealth Management
May 15, 2020

Financial Tips for Down Markets: Consult with an Independent Financial Advisor

Hassell Wealth Management
May 15, 2020
Financial Tips for Down Markets: Consult with an Independent Financial Advisor

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.

Hassell Wealth Management
May 15, 2020

Financial Tips for Down Markets: Update Your Estate Plan

Hassell Wealth Management
May 15, 2020
Financial Tips for Down Markets: Update Your Estate Plan

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.

Tagged: Estate Planning

Stephen Hassell, CFP®
May 11, 2020
Charitable Giving

Enhance Your Charitable Gifting Through Donor-Advised Funds

Stephen Hassell, CFP®
May 11, 2020
Charitable Giving
Enhance Your Charitable Gifting Through Donor-Advised Funds

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.

Tagged: Philanthropy, DAF, donor-advised fund

Hassell Wealth Management
April 16, 2020

What the CARES Act Means for Small Business

Hassell Wealth Management
April 16, 2020
What the CARES Act Means for Small Business

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.

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