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

Tax Planning

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.

[Video] Charitable Gift Stacking

[Video] Charitable Gift Stacking

Looking to optimize your charitable giving for tax benefits? Discover how gift stacking through a donor-advised fund can save you thousands in taxes while supporting your favorite causes.