Retirement & Financial Planning (3) Articles

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...

Allworth Co-CEO Scott Hanson explains why there's a good chance you'll need more for retirement than you think. Do you have a 401(k)? I recently met a 48-year-old at a workshop who told me that she had saved just south of $400,000 in her...

Allworth Co-CEO Scott Hanson shares a few ways to help fund a grandchild's post-secondary tuition. Do you have grandchildren? Paying for their college is not unlike saving for retirement. That’s because, as with preparing for retirement, what with...

Allworth Co-CEO Scott Hanson’s recent trip to the grocery store provides a few helpful reminders during this time of high inflation. Stop me if this has happened to you. I went to the grocery store the other day to pick up a few items. A couple of...

Allworth Co-CEO Scott Hanson shares his thoughts on the growing trend of robo-advisors. What do you know about robo-advisors? As a fiduciary financial advisor for over 30 years, when it comes to robos, I naturally have some strong opinions. (Which...

Allworth Co-CEO Pat McClain shares his thoughts about one of the biggest questions parents of adult children grapple with. Do you have kids between the ages of 18 and 34? (As I do.) Here’s a question that I suspect I already know the answer to: Do...

Allworth Co-CEO Scott Hanson shares the importance of advanced tax planning. Some people believe that every dollar that is wasted is created equal. And many students of behavioral psychology will tell you that the pain of financial loss is felt more...

Allworth Co-CEO Scott Hanson explains why debt is about to get more expensive. The impact of a quarter-percent interest rate hike on your finances may seem trivial, but it isn’t. Especially if it’s both part of a larger trend of rate hikes and...

Allworth Co-CEO Scott Hanson outlines the seven key considerations of retirement planning. Casablanca. The Godfather. Star Wars. E.T. King Kong. Jaws. It’s a Wonderful Life. Do you enjoy classic movies? When it comes to movies, these seven are on...

Allworth Co-CEO Scott Hanson shares three ideas for making long-lasting financial resolutions as we head into the New Year. The tradition of celebrating the New Year first appeared about 4,000 years ago in Babylon, Mesopotamia, which was located...