Retirement & Financial Planning Articles

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-CEO 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...

Allworth Co-CEO Scott Hanson shares four of the biggest mistakes he's seen divorcing couples make over the years. When it comes to divorce and money, it’s usually what you don’t do - not getting everything in writing, not understanding your options,...

Allworth Co-CEO Scott Hanson shares three ways to improve your relationship with money in 2023. Human beings have been making New Year’s resolutions for thousands of years. But just because studies say that most resolutions do not last does not mean...

With over 90 new retirement plan provisions, the passing of the SECURE 2.0 Act means that major changes for both retirees and pre-retirees are on the way. Allworth Co-CEO Scott Hanson gives you a more detailed look. The new SECURE 2.0 Act, which...

Allworth Co-CEO Scott Hanson shares some of the potential financial ramifications of 'unretiring.' When the pandemic hit in 2020, tens of thousands of people moved up their retirement dates and left work behind. Now, the strong job market has...

Allworth Co-CEO Scott Hanson explains why the rise in interest rates is encouraging some pension recipients to move up their retirements. Will you be choosing the lump-sum payout, or a monthly pension payment? If you’re employed by the healthcare,...