Retirement & Financial Planning (2) Articles
Expecting an inheritance? Follow these 6 tips
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...
4 financial mistakes to avoid if you’re facing divorce
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,...
3 financial habits to embrace in 2023
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...
Yes, the SECURE 2.0 Act is a big deal
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-founder Scott Hanson gives you a more detailed look. The new SECURE 2.0 Act, which...
Unretiring? The impact on your Social Security & Medicare
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...
Have a pension? You might have a huge decision to make
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,...
RMD reminders (and rule changes)
Allworth Co-CEO Scott Hanson shares a few key reminders about RMDs and explains why owners of inherited IRAs should stay in close contact with their advisor. The end of 2022 is approaching fast, and for many of you, that means the deadline for...
Retiring early? 4 withdrawal strategies to consider
Allworth Co-CEO Scott Hanson outlines some of the ways to access your money if you're retiring early. Sometimes, life throws you a curve. Other times, it throws you a perfect pitch right down the middle and you smack it out of the park. And then...
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...
A 4-step, mid-year financial check-up
Allworth Co-CEO Scott Hanson shares a few mid-year financial reminders. “It’s 10 PM. Do you know where your children are?” Do you remember the above public service announcement (PSA)? A little refresher: Beginning in the late 1960s, until sometime...
