Skip to content.

Important open enrollment and Medicare reminders

Allworth Co-CEO Scott Hanson shares his thoughts (and some eye-opening stats) as open enrollment season approaches. After taxes, food, and shelter, healthcare will probably be the biggest expenditure of your life. Our internal audits also show that...

6 must-know basics about HSAs

Allworth Co-CEO Scott Hanson shares some key fundamentals about Health Savings Accounts. Have you ever heard of a Health Savings Account (HSA)? They are among the most misunderstood and underutilized investment vehicles out there. Part of the reason...

Key Medicare Open Enrollment reminders

Allworth Co-CEO Scott Hanson shares a few important reminders as we approach Medicare's Open Enrollment period. The proverbial window will soon be open. If you’re like me, the above phrase elicits feelings of possibility and images of curtains...

Quick reminders for Medicare Open Enrollment

Allworth Co-CEO Scott Hanson outlines important Medicare reminders and upcoming enrollment dates. With some 10,000 people retiring each day, our advisors meet with a lot of folks each and every week. And either during these appointments, or via...

4 of the biggest retirement healthcare misconceptions

What’s your biggest concern about retirement? If you’re like most people, healthcare and all of its associated costs are near the top of the list. That’s why education – and knowing what to plan for – is critical. And because there’s a lot of...

Why your workout plan is just as important as your financial plan

“When you go from age 67 to 68, it’s not really one year, physically. It’s more than one year.” As a former college athlete, Denny Smith knows what it feels like to be in shape. Now, the Ohio retiree has made it his mission to stay active as he...

These are your main retirement healthcare options

“What am I going to do about healthcare?” While our advisors obviously get asked a lot of retirement questions, healthcare usually tops the list. It’s easy to understand why. Planning for 30 years of retirement healthcare expenses can be...

Reader's Question: We're retiring! What's our healthcare going to cost?

Reader’s Question: My wife and I are both 63 and are going to retire in 14 months. Our biggest worry is healthcare. I used to think that Medicare paid everything. Boy was I wrong! Can you please give us an estimate of the expenses, and some...

4 Ways to Meet Your Retirement Medical Expenses

It might be the biggest one. Once you retire, your out-of-pocket medical bills could eat up more of your retirement budget than anything outside of housing (and they might even be more).[1] One of the most difficult things I have to do is to explain...

Join 25,000+ others and receive weekly insights on financial planning, retirement, and investment management. You'll also get access to our retirement planning checklist.