Articles


September 21, 2026 The Year-End Planning Myth: Why Your Most Important Financial Decisions Don't Happen in December

December is a useful checkpoint. But the decisions that actually shape long-term wealth rarely wait until the fourth quarter to matter.

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Recent Posts


April 29, 2022 Not everyone needs life insurance (but here are 6 times when you might)

Allworth co-founder Scott Hanson shares some of the most common reasons when life insurance might be necessary.

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April 27, 2022 Four Tips to Boost Your Employees’ Retirement Outlook

As many employees look ahead to retirement, 70% of workers feel somewhat confident that they’ll have enough money saved to retire on time and then …

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April 22, 2022 The problem with robos

Allworth Co-CEO Scott Hanson shares his thoughts on the growing trend of robo-advisors. What do you know about robo-advisors? As a fiduciary …

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April 01, 2022 Financial support for adult kids: Is it doing more harm than good?

Allworth Co-CEO Pat McClain shares his thoughts about one of the biggest questions parents of adult children grapple with. Do you have kids between …

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March 26, 2022 Can you answer these 5 estate planning questions?

Allworth Co-CEO Scott Hanson shares a few basic - yet essential - estate planning questions that everyone should be able to answer. It’s a tough …

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March 25, 2022 4 ways women can save more for retirement

Allworth Co-CEO Scott Hanson outlines four things women should prioritize as they save for the future. The increased likelihood that they will spend …

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March 24, 2022 Diversity, Equity and Inclusion and Their Impact on Retirement Plans

Today’s workforce spans a variety of abilities, skills, experiences and cultural backgrounds that bring exceptional value. It is beneficial to …

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March 11, 2022 How to save thousands in taxes once you retire

A financial plan isn't complete without strategic, advanced tax planning. Allworth co-founder Scott Hanson explains why.

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March 04, 2022 5 Social Security myths you should ignore

Allworth Co-CEO Scott Hanson sets the record straight regarding some common Social Security misconceptions. Picture this: You’re at the airport …

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