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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Recent Posts


July 10, 2020 Why age 60 is key for your Social Security benefit

Allworth Co-CEO Scott Hanson answers a reader's question about Social Security. “I’ve always believed that the amount of Social Security I’ll receive …

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July 10, 2020 Pros and Cons of Taking Coronavirus-Related Distributions from Retirement Savings

The COVID-19 pandemic has undoubtedly shaken our economy to the core. Many businesses have struggled to keep their doors open which has caused …

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June 26, 2020 Already Take an RMD? Know a College Student? Must-Know Reminders

Allworth Co-CEO Scott Hanson explains a new IRS mandate regarding RMDs (Required Minimum Distributions), along with an overlooked provision of the …

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June 19, 2020 3 Ways to Protect Your Investments from the Effects of the Pandemic

Allworth CEO Scott Hanson shares his advice for continuing to make smart investment decisions in the aftermath of COVID-19. Our financial lives have …

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June 09, 2020 Four Ways to Help Reduce Financial Stress for Your Employees

Employee financial stress is a hot topic. So much so, that nearly 60% of employees cite finances as their primary stressor.1 Their financial worries …

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June 05, 2020 Let The Re-Opening Begin

Allworth CEO Scott Hanson shares an update on our COVID-19 response and the re-opening of our office locations. America is going through one of the …

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May 29, 2020 The Good News About Older Brains

Allworth CEO Scott Hanson shares how a key part of your intelligence gets better as you age. If you’re over 50, you probably worry about the health …

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May 15, 2020 The Milestones of May

Allworth CEO Scott Hanson celebrates a few important milestones for the Allworth family. What exactly is it about the month of May? Weddings, …

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May 11, 2020 Benchmarking Your 401(k) Funds

Benchmarking is a retirement plan best practice that allows plan sponsors the opportunity to “take a peak under the hood” of their 401(k). The …

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May 08, 2020 Why You Should Never Co-Sign a Loan, No Matter Who It's For

Allworth CEO Scott Hanson shares a reminder about why co-signing a loan for a friend or family member is never a good idea, as well as the history …

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