Kids graduated? If so, it's time to focus on your retirement.

    June 2016 

    Scott Hanson's latest CNBC column provides tips for empty nesters on planning for retirement once the kids leave home. Read More

    The Key Mistakes Investors Make in Retirement

    May 2016

    Many Americans Don't Enjoy Retirement

    April 2016

    Most people hitting retirement age do not want the retirement of their parents' generation, yet the financial industry keeps promoting retirement like it was 1999. Read Full Article.

    Traditional Retirement: May It Rest in Peace

    April 2016

    Scott Hanson's recent CNBC column asks a question about modern retirement: Where do we go from here? Read full article.

    What Life Is Really Like In Retirement

    March 2016

    The average retiree spends 32 hours a week watching TV. Craft a retirement plan to avoid that fate. Read Full Article.

    What's the Right Asset Allocation for Your Portfolio?

    March 2016

    Forget the traditional measurements and general rules of thumb. The right answer depends on your risk tolerance, time horizon and other factors specific to your situation. Read Full Article.

    Don't Rush to Roll That 401(k) Into an IRA

    February 2016

    The rules get tricky for people between the ages of 55 to 59½ who leave a workplace but are unsure of their future work plans. Beware of bad advice. Read Full Article.

    6 Keys to True Financial Independence

    February 2016

    Having peace of mind when it comes to your money depends on much more than your net worth. Read Full Article.

    It Pays to Know Your Pension Options

    January 2016

    You may get to choose from several options for receiving your pension. Here’s how to think it through. Read Full Article.

    A Big Idea for Retirement

    Between the day-to-day demands of life, and the fiscal responsibilities (like budgeting) that are necessary for retirement preparation, sometimes, an important aspect of planning for the future gets overlooked. Read More.

    Trusted Family Advisor Has You In Mind

    December 2015

    When both partners have a relationship with a family advisor, the transition after the death of a spouse can be far less painful. Here’s why. Read Full Article.

    Roth Conversion in High Tax States a Bad Idea

    December 21, 2015

    In his latest CNBC article, retirement expert Scott Hanson writes about the tax implications of Roth conversions. Read full article.

    Media Contact

    For media inquiries, contact
    Jasmin Flores at (916) 482-2196
    or send an email here.

    Publications

    Recent Articles