Welcome to Hackler Wealth Management. We encourage you to take a look around and stay a while. On our site you will find an incredible selection of information, tools, resources, and our organization. Our goal here at HWM is to provide the highest level of attention to a select group of clients and charities.
You will find a great amount of information, including some of the most astute financial market updates and articles, easy to use research tools, investment planning resources and calculators. These are just the tip of the iceberg when it comes to the resources we utilize for the clients of HWM. The true luxury that our clients enjoy is the utmost attention and love that they receive as we continue to strive forward to their goals.
If you have any questions, please email us or call to make an appointment.
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Emerging Market Opportunities
What are your options for investing in emerging markets?
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This worksheet can help you estimate the costs of a four-year college program.
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It may help your business be better prepared in the event of the death of a principal or key employee.
Estimate how much you have the potential to earn during your working years.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator can help determine whether it makes sense to refinance your mortgage.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Even low inflation rates can pose a threat to investment returns.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
The question used to be, “How low can interest rates go?” Now it's, “How long can rates remain at their historic low levels?”
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?