Why Trump’s Move to Dismantle Rule Protecting Investors Isn’t a Bad Idea
February 2017
In his latest column, Scott Hanson talks about why he is in favor of Trump's executive order to dismantle the Department of Labor's fiduciary rule. Read more.
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.
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.
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.
Just Say No to Universal Life Insurance as a Retirement Fund
December 2015
For every one person I see who is maximizing the tax benefits, I see 10 other folks who could do a lot better by purchasing term insurance and investing the difference. Read Full Article.
Which Retirement Savings Plans Are Best for Teachers?
November 2015
It’s probably best to have a diversified approach to your tax planning for retirement in the same manner you would have a diversified approach to your investments. Read full article.
Calculating the Tax Bite When Converting a 401(k) to a Roth IRA
November 2015
You could pay nothing in income taxes, or you could pay the same rate as billionaires. Determine how much can be converted without bumping you into a higher tax bracket. Read Full Article.
