Articles
After-Tax Investing: Essential Need-to-Knows
These days, pre-tax accounts aren’t your only choice when saving for retirement. So, do you know the differences between other options, like Roth 401(k)s, Roth IRAs, and ‘after-tax’ 401(k) contributions? Allworth co-founder Scott Hanson outlines the must-know basics of these powerful savings vehicles.
What to do when a spouse passes away
There are few things as life-altering as losing a spouse. But unfortunately, as you grieve, the outside world doesn’t stand still. And that means decisions need to be made. Allworth co-founder Scott Hanson shares a few essential financial must-dos for the surviving partner.
Is It Time to Benchmark Your Company's Retirement Plan?
While your 401(k) plan may not have a chirping reminder, regular reviews, fee benchmarking, and a prudent process are key.
Why are stocks in your portfolio?
You hear about the stock market all the time, but do you understand the advantages and nuances of stocks themselves? Allworth co-founder Scott Hanson shares a few key reminders, including why stocks are beneficial to own during periods of high inflation.
“I’m just a bond.” 5 need-to-know facts
Even though stocks usually grab most of the attention, don’t forget about bonds! After all, in most cases, they’re a key component of a diversified portfolio. Allworth co-founder Scott Hanson shares the essential basics to help you better understand how they work (with a little inspiration from Schoolhouse Rock).
Working while claiming Social Security? Don’t get caught off guard
You likely already know that figuring out when to claim Social Security during retirement can be tricky. But if you decide to work and receive a benefit at the same time? Things can get even trickier. Allworth co-founder Scott Hanson outlines the need-to-know details about an under-the-radar Social Security rule.
Unlocking Tax Relief and Employee Appreciation: The Power of Profit Sharing
Discover top strategies for maintaining organized 401(k) fiduciary files with best practices for compliance and peace of mind.
The pros and cons of 403(b)s
While 401(k)s usually get all the attention, there’s another type of account that millions upon millions of U.S. workers use instead: The 403(b). Allworth co-founder Scott Hanson shares some helpful reminders about this oft-ignored retirement savings vehicle.
4 things cohabitating couples over 50 should consider
Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.
5 job hunting tips for mature workers
‘Experience’ can be a double-edged sword when looking for a job. On one hand, it means you’re battle tested; on the other, it means you’ve been around a long time – maybe too long in the eyes of a hiring manager. So, how can you break through the age stigma? Allworth co-founder Scott Hanson offers a few words of wisdom.