Hassell Wealth Management

August 1, 2024

Investment Management

Compound Returns Quick Take

Hassell Wealth Management

August 1, 2024

Investment Management

Discover the power of compound returns for growing your investments over time.

Hassell Wealth Management

July 10, 2024

Investment Commentary

Quarterly Investment Commentary—Q2 2024

Hassell Wealth Management

July 10, 2024

Investment Commentary

Stocks and bonds all had mixed results during Q2. Read on for our second-quarter investment commentary.

Hassell Wealth Management

July 1, 2024

Retirement Planning

When Should You Take Your Social Security?

Hassell Wealth Management

July 1, 2024

Retirement Planning

When Should You Take Your Social Security?

Learn the key factors to consider for optimal Social Security timing and make informed decisions for your retirement.

Hassell Wealth Management

June 15, 2024

Investment Management

Young Investor’s Guide to Building a Financial Future—Part 2: Investing for Your Goals

Hassell Wealth Management

June 15, 2024

Investment Management

Young Investor’s Guide to Building a Financial Future—Part 2: Investing for Your Goals

Part 2 of our Young Investor’s Guide covers diversifying, avoiding market timing and stock picking, and creating a personalized investment plan to help you achieve long-term success.

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.

Hassell Wealth Management

November 16, 2022

Investment Strategist Team Joins Hassell Wealth Management

Hassell Wealth Management

November 16, 2022

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.

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.

Hassell Wealth Management

December 13, 2021

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

Hassell Wealth Management

December 13, 2021

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

Katie Cuccia Hebert

October 1, 2021

Investment Management

Video: Why Should I Diversify?

Katie Cuccia Hebert

October 1, 2021

Investment Management

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.

Hassell Wealth Management

September 28, 2021

Insurance

Making Sense of Storm-Related Insurance Claims

Hassell Wealth Management

September 28, 2021

Insurance

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

Stephen Hassell, CFP®

July 1, 2021

Financial Planning

Video: Gifting Appreciated Shares

Stephen Hassell, CFP®

July 1, 2021

Financial Planning

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.

Katie Cuccia Hebert

June 15, 2021

Financial Planning

Health Savings Account (HSA): What Is It and How Can It Benefit You?

Katie Cuccia Hebert

June 15, 2021

Financial Planning

Health Savings Account (HSA): What Is It and How Can It Benefit You?

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.

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.

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.

Katie Cuccia Hebert

February 17, 2021

Financial Planning

How a Roth IRA May Benefit You Regardless of Your Age

Katie Cuccia Hebert

February 17, 2021

Financial Planning

How a Roth IRA May Benefit You Regardless of Your Age

Roth IRAs have several benefits that make them very desirable. Here are factors to help you decide whether a Roth is right for you.

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.

Hassell Wealth Management

September 29, 2020

Hassell Wealth Management Expands Team with New Wealth Advisor

Hassell Wealth Management

September 29, 2020

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.

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.