Skip to content

    Retirement & Financial Planning (11) Articles

    group.id = 109147514443
    blog_topics(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
    blog_tags(group.id, 250) = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
    all_topics = [Retirement & Financial Planning, Market Updates, 401(k) For Employers, Investing, Life in Retirement, Taxes, Social Security, Financial Planning, Insurance, Women in Retirement, Healthcare, IRA, Pensions, 401(k), Estate Planning, 401(k) Approach, Advisor - Allison Scoggin, Advisor - Dan Rausch, Advisor - Darren Dindinger, Advisor - Jeremy Murray, Advisor - Laurie Ingwersen, Advisor - Lynda Tu, Advisor - Michael Coates, Advisor - Renee Nenninger]
    contents = [BlogPost 112747113276 3 Things to Consider Before You Relocate | Allworth Financial, BlogPost 112747113353 4 Money Habits of Wealthy People | Allworth Financial, BlogPost 112733430076 What Should You Focus On: Your Retirement Savings or Your Mortgage? | Allworth Financial, BlogPost 112747792660 6 Retirement Money Hurdles | Allworth Financial, BlogPost 112747792551 4 Ways to Help Your Grandkids Pay for College | Allworth Financial, BlogPost 112754236801 5 Steps to Talking to Adult Children About Finances | Allworth Financial, BlogPost 112754236946 A Backdoor Roth IRA Strategy | Allworth Financial, BlogPost 112750398094 3 States with Low Taxes for Retirees | Allworth Financial, BlogPost 112754237084 3 Reasons to Downsize | Allworth Financial, BlogPost 112754238119 5 Financial Tips for Spring | Allworth Financial]

    content.tag_list = [Life in Retirement, Retirement & Financial Planning]

    content.tag_list[0] = Life in Retirement

    tag = Life in Retirement tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content.tag_list = [Investing, Retirement & Financial Planning]

    content.tag_list[0] = Investing

    tag = Investing tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content.tag_list = [Taxes, Retirement & Financial Planning]

    content.tag_list[0] = Taxes

    tag = Taxes tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content = BlogPost 112747113276 3 Things to Consider Before You Relocate | Allworth Financial
    tag = [Life in Retirement, Retirement & Financial Planning]

    3 Things to Consider Before You Relocate

    You’ve probably thought about moving to a new region, or maybe even another country. 60 percent of all people between the ages of 50 and 65 consider such a move likely, with most of those eyeing a new home that’s more than 100 miles away. [1] Where...

    Read Now
    content = BlogPost 112747113353 4 Money Habits of Wealthy People | Allworth Financial
    tag = [Retirement & Financial Planning]

    4 Money Habits of Wealthy People

    Did you know that Warren Buffet still lives in a house he purchased in 1958 for $31,500? While the list of wealthy people with frugal spending habits is long, there are obviously also wealthy people who own 75 cars but never get behind the wheel....

    Read Now
    content = BlogPost 112733430076 What Should You Focus On: Your Retirement Savings or Your Mortgage? | Allworth Financial
    tag = [Retirement & Financial Planning]

    What Should You Focus On: Your Retirement Savings or Your Mortgage?

    Are you over 50 and hoping to retire in a few years? Do you still have a mortgage? Perhaps you’re wondering whether you should accelerate your contributions to your retirement savings account(s), or maybe double up on your mortgage payments? This is...

    Read Now
    content = BlogPost 112747792660 6 Retirement Money Hurdles | Allworth Financial
    tag = [Retirement & Financial Planning]

    6 Retirement Money Hurdles

    What are your biggest concerns about money and retirement? While it’s nice to read articles that emphasize the positive, it’s often the mistakes we avoid that make the difference between success and failure. With that mind, here are 6 retirement...

    Read Now
    content = BlogPost 112747792551 4 Ways to Help Your Grandkids Pay for College | Allworth Financial
    tag = [Investing, Retirement & Financial Planning]

    4 Ways to Help Your Grandkids Pay for College

    Are you going to help your grandchildren pay for college? Besides saving for their own retirements, many of our clients ask us to devise plans to help them finance their grandchildren’s educations. This is hardly surprising, as a full 62 percent of...

    Read Now
    content = BlogPost 112754236801 5 Steps to Talking to Adult Children About Finances | Allworth Financial
    tag = [Retirement & Financial Planning]

    5 Steps to Talking to Adult Children About Finances

    Are you comfortable talking about money? Most people aren’t. A recent survey of 5,000 Americans found that personal financial discussions are reportedly the most difficult conversations to have, surpassing even the difficulty of talking about one’s...

    Read Now
    content = BlogPost 112754236946 A Backdoor Roth IRA Strategy | Allworth Financial
    tag = [Retirement & Financial Planning]

    A Backdoor Roth IRA Strategy

    Funneling money into your Roth when your income surpasses the IRS’s limits A Roth IRA is a great way to build wealth. That’s because not only is growth inside a Roth tax deferred, it can also provide you with tax-free income once you retire. But...

    Read Now
    content = BlogPost 112750398094 3 States with Low Taxes for Retirees | Allworth Financial
    tag = [Taxes, Retirement & Financial Planning]

    3 States with Low Taxes for Retirees

    In order to save money on taxes, would you consider moving to a less expensive state? Lots of our clients do. But where might you go? When it comes to taxation in retirement, what 3 states grade out the best? While there are myriad things to...

    Read Now
    content = BlogPost 112754237084 3 Reasons to Downsize | Allworth Financial
    tag = [Retirement & Financial Planning]

    3 Reasons to Downsize

    Thinking of downsizing your home? Many retirees and pre-retirees do. In 2015, 31% of all homes sold in America were purchased by Baby Boomers.[1] That means millions of people over the age of 52 are indeed relocating, with just over half of those...

    Read Now
    content = BlogPost 112754238119 5 Financial Tips for Spring | Allworth Financial
    tag = [Retirement & Financial Planning]

    5 Financial Tips for Spring

    Before heading out to the grocery store, do you make a list? I’m betting that you do. That’s because 70 percent of Americans make a list every time they go to the market.[1] Nothing too unusual about that. But what’s the motivation behind list...

    Read Now
    ==> module.form_section.content length = 204
    © 1993-2024, Allworth Financial. All rights reserved.

      Privacy Policy   |    Disclosures   |    Cookie Preferences   |    Do Not Sell or Share My Personal Information

       

      Advisory services offered through Allworth Financial, a Registered Investment Advisor | Disclosures | Privacy Policy

      Securities offered through AW Securities, a Registered Broker/Dealer, member FINRA/SIPC. Check the background of this firm on FINRA's BrokerCheck.

      HMRN Insurance Agency, LLC license #0D34087

      1Barron’s 2024 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking of independent advisory companies is based on assets managed by the firms, growth, technology spending, succession planning, and other metrics.

       2 Retention Rate Source: Allworth Internal Data, FY 2022

      3 The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey. 

      4 As of 7/1/2024, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $22.5 billion in total assets under management and administration. 

      5 InvestmentNews 2020 and 2021 Best Places to Work for Financial Advisers. The ranking reflects survey responses and scores completed by both employers and employees. Employers report their organization’s workplace policies, practices, and demographics. Employees complete a survey designed to measure the employee experience. 

      6  2021 Value of an Advisor Study / Russel Investments

      7 Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

      8 USA Today Best Financial Advisory Firms 2024. The ranking is based on the growth of the companies’ assets under management (AUM) over the short and long term and the number of recommendations they received from clients and peers.

      9 NBRI Best in Class Ethics 2023. The Best in Class level is bestowed upon clients performing at or above 90 percentile of the NBRI ClearPath Benchmarking Database.

      ✢ Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

      ✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

      †Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company. 

      Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

      Important Information

      The information presented is for educational purposes only and is not intended to be a comprehensive analysis of the topics discussed. It should not be interpreted as personalized investment advice or relied upon as such.

      Allworth Financial, LP (“Allworth”) makes no representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of the information presented. While efforts are made to ensure the information’s accuracy, it is subject to change without notice. Allworth conducts a reasonable inquiry to determine that information provided by third party sources is reasonable, but cannot guarantee its accuracy or completeness. Opinions expressed are also subject to change without notice and should not be construed as investment advice.

      The information is not intended to convey any implicit or explicit guarantee or sense of assurance that, if followed, any investment strategies referenced will produce a positive or desired outcome. All investments involve risk, including the potential loss of principal. There can be no assurance that any investment strategy or decision will achieve its intended objectives or result in a positive return. It is important to carefully consider your investment goals, risk tolerance, and seek professional advice before making any investment decisions.