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Articles

3 financial habits to embrace in 2023

3 financial habits to embrace in 2023

Did you make any financial resolutions at the beginning of the new year? No matter if you did (and have actually kept them), or didn’t because you can’t stand them, Allworth Co-CEO Scott Hanson shares three things everyone can do to make this year a financially better one.

Yes, the SECURE 2.0 Act is a big deal

Yes, the SECURE 2.0 Act is a big deal

Did you hear about the SECURE 2.0 Act that was recently signed into law? It contains more than 90 new retirement planning provisions, affecting both retirees and pre-retirees. Allworth Co-CEO Scott Hanson outlines some of the biggest changes you need to know.

SECURE Act 2.0 – What Employers Need to Know

SECURE Act 2.0 – What Employers Need to Know

The SECURE 2.0 and other provisions strive to expand access to retirement plans, increase retirement savings, help American’s preserve income and streamline retirement plan rules. With over 92 different retirement plan provisions, we want to make it easier for employers, fiduciaries and administrators to digest. In this summary, we focus on the most common sections that are most applicable in your leadership position.

3 ways to recession-proof your portfolio

3 ways to recession-proof your portfolio

A recession may or may not hit this year – but no matter what happens, you can still be prepared. Allworth Co-CEO Scott Hanson shares three important reminders to help keep you and your money on track for the long run.