Skip to content

    Retirement & Financial Planning (9) 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 112756556416 5, 4, 3, 2 … Your Retirement Countdown Checklist | Allworth Financial, BlogPost 112750360130 Reader’s Question: Increase mortgage payments or 401(k) contributions? | Allworth Financial, BlogPost 112747113278 The 2 Thieves of Retirement Income | Allworth Financial, BlogPost 112750398608 Will I Outlive My Money? | Allworth Financial, BlogPost 112756556845 Readers Ask Their Questions: Semi-Liquid Investments Available? | Allworth Financial, BlogPost 112747792694 Baby Boomers are Rewriting Retirement History | Allworth Financial, BlogPost 112733429839 Readers Ask Their Questions: What Should I do to Prepare to Retire? | Allworth Financial, BlogPost 112750359082 Tax Reform and Your Retirement | Allworth Financial, BlogPost 112750398358 3 Factors Affecting Your Money in Retirement | Allworth Financial, BlogPost 112754237550 6 Ways to Prepare for an Unexpected Early Retirement | Allworth Financial]

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    content.tag_list = [IRA, Pensions, 401(k), Retirement & Financial Planning]

    content.tag_list[0] = IRA, Pensions, 401(k)

    tag = IRA, Pensions, 401(k) tag = Retirement & Financial Planning

    content.tag_list = [Retirement & Financial Planning]

    content.tag_list[0] = Retirement & Financial Planning

    tag = Retirement & Financial Planning

    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 = [Investing, Retirement & Financial Planning]

    content.tag_list[0] = Investing

    tag = Investing tag = Retirement & Financial Planning

    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 = [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 = [Life in Retirement, Retirement & Financial Planning]

    content.tag_list[0] = Life in Retirement

    tag = Life in Retirement tag = Retirement & Financial Planning

    content = BlogPost 112756556416 5, 4, 3, 2 … Your Retirement Countdown Checklist | Allworth Financial
    tag = [Retirement & Financial Planning]

    5, 4, 3, 2 … Your Retirement Countdown Checklist

    When you think back to when you first began working, didn’t retirement seem like it was a lifetime away? Yet, here you are. Every decision you’ve made throughout your life has led you here. We want to make sure retirement is everything you deserve....

    Read Now
    content = BlogPost 112750360130 Reader’s Question: Increase mortgage payments or 401(k) contributions? | Allworth Financial
    tag = [IRA, Pensions, 401(k), Retirement & Financial Planning]

    Reader’s Question: Increase mortgage payments or 401(k) contributions?

    Reader’s Question: My husband and I are both in our late-50s. We steadily contribute to our 401(k)s, but other than the equity in our home, we have no other real retirement savings. After recent salary increases (and with static monthly expenses),...

    Read Now
    content = BlogPost 112747113278 The 2 Thieves of Retirement Income | Allworth Financial
    tag = [Retirement & Financial Planning]

    The 2 Thieves of Retirement Income

    Easy-to-Ignore Considerations that Could Cost You a Lot of Money How much income will you need once you retire? Our clients who are reading this know that answering that question takes some digging. That’s because we work with quite a few people who...

    Read Now
    content = BlogPost 112750398608 Will I Outlive My Money? | Allworth Financial
    tag = [Life in Retirement, Retirement & Financial Planning]

    Will I Outlive My Money?

    One of the greatest questions older Americans face as they think about retirement is, “What will it cost?” There is no simple answer, but one thing is likely: it will cost more than you think. According to a 2017 study1, the average cost of...

    Read Now
    content = BlogPost 112756556845 Readers Ask Their Questions: Semi-Liquid Investments Available? | Allworth Financial
    tag = [Investing, Retirement & Financial Planning]

    Readers Ask Their Questions: Semi-Liquid Investments Available?

    Question: What non-stock options are available for a 72-year-old man? I’m retired and sitting on a pretty good amount of funds. I’m looking for investments that are semi-liquid and semi-safe. —Ben Answer: Ben, Without doing a full risk assessment...

    Read Now
    content = BlogPost 112747792694 Baby Boomers are Rewriting Retirement History | Allworth Financial
    tag = [Life in Retirement, Retirement & Financial Planning]

    Baby Boomers are Rewriting Retirement History

    Can you remember a time when retirement didn’t exist? It wasn’t that long ago. And we might be heading that way again, because today’s “retirees” have a lot they still want to accomplish. If I say the word “retirement,” what comes to mind? Sunsets?...

    Read Now
    content = BlogPost 112733429839 Readers Ask Their Questions: What Should I do to Prepare to Retire? | Allworth Financial
    tag = [Retirement & Financial Planning]

    Readers Ask Their Questions: What Should I do to Prepare to Retire?

    Question: I’m about a year from retirement, have $700,000 saved, and am wondering what are some of the things I should do before I officially “hang it up?” Answer: The first question to ask yourself is, “How do I plan on paying my bills after I...

    Read Now
    content = BlogPost 112750359082 Tax Reform and Your Retirement | Allworth Financial
    tag = [Taxes, Retirement & Financial Planning]

    Tax Reform and Your Retirement

    With a final version of sweeping tax reform hitting the Senate floor next week, we may likely see the Tax Cuts, and Jobs Act signed before the end of this year. If the bill becomes law, Americans can expect to see the largest overhaul in federal tax...

    Read Now
    content = BlogPost 112750398358 3 Factors Affecting Your Money in Retirement | Allworth Financial
    tag = [Retirement & Financial Planning]

    3 Factors Affecting Your Money in Retirement

    After 25 years of working with people preparing for retirement, do you know what surprises them the most? All the changes. In retirement, most people experience changes in: Their lifestyle Their priorities Their day-to-day pace of living How they...

    Read Now
    content = BlogPost 112754237550 6 Ways to Prepare for an Unexpected Early Retirement | Allworth Financial
    tag = [Life in Retirement, Retirement & Financial Planning]

    6 Ways to Prepare for an Unexpected Early Retirement

    “I’m going to work until I’m 65.” Many of us may feel this way, but the startling truth is this: either due to health issues, downsizing, or the health of a loved one, nearly 50% of us will be forced to retire earlier than we had planned.1 The old...

    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.