Yes, a couple is made up of two individuals. But as the two of you plan for retirement, you need to be thinking as a duo – not as separate people. We explain why this ‘team approach’ is so important and reveal the biggest missteps to avoid.
About Our Folsom Office
At Allworth Financial, meeting your financial needs is our top priority. Can’t make it to our Sacramento or Roseville offices? No problem. We also have a team in Folsom that’s committed to giving you straightforward financial and retirement advice.
Don’t forget: every weekend you can hear Money Matters, our weekly, call-in radio show, on NewsRadio KFBK. Hosted by our founders, Scott Hanson and Pat McClain, Money Matters is one of the longest-running financial radio shows in the country.
Located off Highway 50, the team at our Folsom office works with you to offer guidance on:
- Retirement and Financial Planning
- Investment Management
- Tax Services
- Estate Planning
Recipient of Best-In-Class Ethics and Best-In-Class Financial Advisors by NBRI (2019) 1
Barron's Top 50 Independent Advisors in America (2019)4
Financial Times Top 300 Registered Investment Advisors (2019)†
Meet Our Financial Advisory Team
Insights from Allworth Financial
If you’re single, that means all of your retirement planning will fall squarely on one person’s shoulders – yours. We share 5 of the key pieces of the planning puzzle you can’t afford to overlook.
Post-CARES Act clean-up. What plan sponsors need to know about subtle retirement plan changes, updates and things that stayed the same.