Welcome to Hahn & Associates, P.C.!
Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing*, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.
We’re here to help educate you about the basic concepts of financial management*; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.
*These services are offered through Thomas Hahn through his affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Caring for Aging Parents
As our nation ages, many Americans are turning their attention to caring for aging parents.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Couples may be able to head off many of the problems in a marriage that money can cause.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
This questionnaire will help determine your tolerance for investment risk.
This calculator helps estimate your federal estate tax liability.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Taking your Social Security benefits at the right time may help maximize your benefit.
$1 million in a diversified portfolio could help finance part of your retirement.
There are hundreds of ETFs available. Should you invest in them?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Are you ready for retirement? Here are five words you should consider.
Peer-to-peer payment apps are one of the newest ways to send money.