The Hackett Financial Group LLC (HFG) is a registered investment advisor in the state of Texas. HFG is an independent fee-only firm that provides professional investment management, comprehensive financial planning and wealth management services. Our offices are located in Wimberley, Texas.
Just How Risky Is Your Portfolio?
If you're like most people, you probably evaluate your portfolio in terms of its return. However, return isn't the only factor you should consider; also important is
Coordinating Social Security Benefits with Other Retirement Assets
Social Security provides retirement income you can't outlive. And, in addition to your own benefit, your spouse may be eligible to receive
Happy Healthday! HSAs Turn 10
Created 10 years ago as part of the Medicare Prescription Drug and Modernization Act of 2003, health savings accounts (HSAs) have gained in popularity over the
What is a payable on death (POD) account?
A bank account can be designated as payable on death to someone of your choice. The bank pays these funds to this person almost immediately at your death, and the
What is a joint bank account?
A joint bank account lets you name a co-owner for your bank account. Funds in the account transfer to your co-owner automatically if you die. Your estate generally
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Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.
To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.
These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.
This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.