Resource Suite

Resources for a Disrupted Retirement Plan

This resource suite was specifically designed for people who are over 50, have recently retired, or will be retiring in the next few years, and who have been shaken financially by the events of March, 2020.

Our Disrupted Retirement Suite delivers:

  • Our 4 Things You Can do Right Now to Get Your Retirement Back on Track video
  • Our Navigating Financial Shocks video
  • A list of the 10 things you should understand about bear markets
  • A free consultation with a financial advisor

Although your financial situation may not look like it did a few months ago, the information provided in this suite is an important step to getting your retirement plans back on track.


VIDEO: 4 Things You Can do Right Now to Get Your Retirement Back on Track

It may seem counterintuitive, but now’s the time to be proactive and think ahead. How so? Right now might be a good time to reassess your financial plan and even look for investment opportunities. Those are just two of the things Allworth Financial’s Co-Founder Scott Hanson suggests you consider doing right now to get your retirement back on track in the face of coronavirus market and economic uncertainty.

VIDEO: Navigating Financial Shocks

This is an in-depth look at how the markets have historically reacted under similar circumstances, how long the bear markets have lasted, and even the steps you should consider taking right now – particularly for those of you who are either retired or nearing retirement.

DOWNLOAD: 10 Interesting Facts About Bear Markets

This isn’t the first bear market, and it won’t be the last. But as a saver and investor, with history as a guide, here are 10 things to help you understand what we are dealing with and how long bear markets like this one have lasted in the past.

CONSULTATION: Free Consultation Appointment

When the pandemic hit, and companies began to either close physical offices, or lay people off, we decided one way we could help was by offering people over 50 an initial free phone or video consultation to assess their investment allocation, overall financial situation and retirement plan. During your free appointment, you’ll receive fiduciary guidance and recommendations from a credentialed Allworth advisor. This is an actual consultation, free of charge. You can use the information we provide to help improve your financial situation and to gain greater clarity and peace of mind.