Articles


September 25, 2026 The Wealth Preservation Trap: When Playing It Too Safe Can Cost You

Protecting what you've built is a reasonable instinct. But taken too far, it can introduce the very risks you were trying to avoid.

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September 17, 2021 Q&A: Is now a good time to buy stocks?

Dear Scott: I’m too nervous to call Money Matters. I’m afraid I’d freeze up and not be able to ask my question. (And, besides, I’m not a client of …

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September 03, 2021 Go ahead, keep up with the Joneses (but only if they're debt free)

Allworth Co-CEO Scott Hanson shares how to avoid the temptation of going into unmanageable debt. Debt is generally bad. Yes, occasionally, after a …

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August 27, 2021 3 RMD strategies to help you keep more of your money

Allworth co-founder Scott Hanson reviews three different ways retirees can lower their RMDs and tax burden.

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August 20, 2021 Cryptocurrency 101

Allworth Co-CEO Scott Hanson breaks down the basics of cryptocurrency and explains why, in our eyes, it's still a risky investment. How knowledgeable …

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August 06, 2021 4 immediate things to do if your spouse passes away

Allworth Co-CEO Scott Hanson shares four important must-dos if you become a widow or widower. There are more than 15 million widows and widowers in …

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August 01, 2021 2022 Deadline Nears: Now is the Perfect Time to Review Your Retirement Plan Design

For the millions of business owners that offer a workplace retirement plan, the COVID-19 pandemic created many financial difficulties. However, as …

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July 30, 2021 Divorcing? 5 financial planning reminders

Allworth Co-CEO Scott Hanson outlines some key financial planning considerations for anyone going through a divorce. With an undeniable impact on …

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July 23, 2021 4 common planning mistakes couples make

In a relationship? Allworth Co-CEO Scott Hanson outlines four mistakes that couples all too often make when planning for retirement. Last week, I …

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July 16, 2021 5 retirement planning must-dos for single people

Allworth Co-CEO Scott Hanson shares the important financial steps that anyone living the single life needs to take. Are you over 50 and single? …

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July 01, 2021 Post-CARES Act and 3 plan considerations to not overlook

Pandemic Relief May Bring Administrative Pain to Plan Administrators The CARES Act gave plan participants quick access to funds during the COVID …

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