Retirement & Financial Planning Articles

While 401(k)s usually get all the attention, there’s another type of account that millions upon millions of U.S. workers use instead: The 403(b). Allworth co-founder Scott Hanson shares some helpful reminders about this oft-ignored retirement savings vehicle.

Cohabitation is becoming a bigger trend for couples over the age of 50 – but it also presents some financial (and legal) hurdles. Allworth co-founder Scott Hanson shares four key considerations to help overcome these challenges and to establish healthy financial habits within the relationship.

Saving for the future can be daunting. But Allworth co-founder Scott Hanson wants you to remember that, eventually, every little bit counts. He shares a story from his early days as an advisor to illustrate his point.

Happy New Year! Have you thought about your 401(k) yet? While we may be only a handful of days into 2024, now’s the time to take a fresh look and brush up on the basics. Allworth co-founder Scott Hanson is here to kick-off the year with some key reminders.

A late-career layoff or forced retirement can be devastating, both emotionally and financially. But the good news? It’s not the end of the world. Allworth co-founder Scott Hanson outlines six must-dos to help you bounce back.

Simply stated, benchmarking is the process of reviewing and evaluating your company retirement plan. It involves taking a look at what you are offering your employees today and deciding if it’s appropriate or needs some updating.

Allworth Co-CEO Scott Hanson shares four foundational pieces of financial advice for young adults. A study of 30,000 recent college graduates showed that almost 70% had never taken a course in either high school or college that taught personal...

Allworth co-founder Scott Hanson outlines some of the most crucial times to contact your advisor. If you are like most people, your financial life is a long, complex highway system of onramps and offramps, potholes, detours, rest stops, curves,...

Allworth Co-CEO Pat McClain breaks down how working with a fiduciary financial advisor can add value to your portfolio - and life. One of the most important questions I receive at workshops (or via a call to our podcast) is when I’m asked to explain...

Allworth Co-CEO Scott Hanson shares a few helpful reminders about inheritances. While you may think that receiving an inheritance is automatically a wonderful thing, that’s not always the case. Without weighing in too heavily on the cautionary side...