Financial Planning Articles
The moment we realized one-size-fits-all advice doesn’t work
Change can be scary. But sometimes, it can help usher in a fresh perspective that improves people’s lives. Allworth co-founder Pat McClain takes a reflective look back at the rise of RIAs – and how your financial future benefits from their existence.
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.
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.
3 financial goals that should be on everyone's list for 2024
Have you thought about your New Year’s financial goals yet? As 2023 begins to wind down, Allworth co-founder Scott Hanson helps kick things off by sharing three of his biggest suggestions to serve as your starting point.
3 things you can do now to lower your 2023 tax bill
As we approach the end of the year, we know taxes are probably not exactly top of mind. But right now is actually a good time to do a little advanced planning! Allworth co-founder Scott Hanson shares a few tips that can help reduce your 2023 tax burden.
3 key advantages of creating an estate plan
Contrary to popular belief, estate planning isn’t just for the super wealthy – it’s a key part of financial planning that everyone should embrace. Why? Allworth Co-CEO Scott Hanson shares how detailing your wishes now can help your loved ones in the future.
It's about that time! Medicare Open Enrollment reminders
Strategically planning for retirement is obviously crucial for everyone, but there are specific reasons why women need to be especially thorough and pro-active. Allworth Co-CEO Scott Hanson shares a few of the unique challenges they face during the planning process.
4 reasons why you shouldn't co-sign a loan
Co-signing a loan for a friend or relative may seem harmless enough. But you’re actually taking on more risk than you likely realize. Allworth Co-CEO Scott Hanson shares why you should decline to sign – even if it’s for an adult child.
Avoid doing these 4 things with your money
There’s a lot of financial advice out there that tells you what you should be doing with your money and investments… but what about what you shouldn’t be doing? Allworth Co-CEO Scott Hanson shares four of the biggest mistakes he hopes you avoid making.
5 things to know about credit scores
It’s amazing how a simple three-digit number can have such a significant impact – both good and bad – on your entire life. Which is why Allworth Co-CEO Scott Hanson wants to help make sure you know the essentials about credit scores.