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.

Read Now

Recent Posts


February 15, 2022 Do ESGs Fit Into Our Retirement Plan?

Your workplace may be evolving in many facets, from remote options to new generations coming into the workforce. These changes reflect those of the …

Read Now

February 11, 2022 6 steps to finding the right care facility for a loved one

Allworth Co-CEO Scott Hanson shares what to consider when searching for a new home for an aging loved one. How does someone write about the process …

Read Now

February 04, 2022 The coming storm of inflation, debt, and rising interest rates

Allworth Co-CEO Scott Hanson explains why debt is about to get more expensive. The impact of a quarter-percent interest rate hike on your finances …

Read Now

January 28, 2022 Fad? Trend? Ask yourself these questions before diving in

Allworth Co-CEO Pat McClain explains what you need to think through before investing in something new. Disco. Pet Rocks. Rubik’s Cubes. Big hair. …

Read Now

January 14, 2022 How to Prepare for a 401(k) Audit

If the term ”audit” makes you uncomfortable, anxious or even scared, you are not alone. Last year, the Department of Labor (DOL) closed 1,122 civil …

Read Now

January 14, 2022 The 7 essentials of retirement preparation

Allworth Co-CEO Scott Hanson outlines the seven key considerations of retirement planning. Casablanca. The Godfather. Star Wars. E.T. King Kong. …

Read Now

December 31, 2021 3 money-smart resolutions for 2022

Allworth Co-CEO Scott Hanson shares three ideas for making long-lasting financial resolutions as we head into the New Year. The tradition of …

Read Now

December 13, 2021 Who’s on Your Retirement Plan Committee?

Retirement plan committees are super important; they set the direction and priorities of the company’s retirement plan. These actions (or inactions) …

Read Now

December 10, 2021 Marrying again? Financial must-dos

Allworth Co-CEO Scott Hanson shares why communication, transparency, and trust are key when saying "I do" again. Second marriages are common. In …

Read Now

December 03, 2021 3 ways volunteering is good for you

Allworth Co-CEO Scott Hanson shares a few quick reminders about the emotional and mental benefits of volunteering. There are approximately 420,000 …

Read Now