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More About the Author: Sheena Hanson

Beyond the 401k: The “Where to Invest Next” Order of Operations
Beyond the 401k: The “Where to Invest Next” Order of Operations
Sheena Hanson, 25 Jan 2024
The goal of retirement is to live out your golden years in comfort, correct? Then it’s critical to make the most of your retirement savings strategy. And for many, contributing to an employer-sponsored 401k plan […]
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Should Couples Retire Together or Separately?
Should Couples Retire Together or Separately?
Sheena Hanson, 27 Dec 2023
After spending decades working hard and earning paychecks, it seems like a given that a married couple would want to sail off into the sunset to enjoy their new enriching life together. However, it may […]
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A Financial Wellness Check: Preparing for a Prosperous New Year
A Financial Wellness Check: Preparing for a Prosperous New Year
Sheena Hanson, 19 Dec 2023
As we approach the end of the year, there is no more critical time for planning your finances. It’s your last opportunity to review where you are with your 2023 goals and your best opportunity […]
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Credit Freeze: What is it and When Does it Makes Sense?
Credit Freeze: What is it and When Does it Makes Sense?
Sheena Hanson, 29 Nov 2023
If you’ve applied for credit or a job, you know how essential your credit report is. Lenders rely heavily on them for evaluating your financial history to determine if you qualify for a loan or […]
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Using Tax-Loss Harvesting to Minimize Capital Gains Taxes
Using Tax-Loss Harvesting to Minimize Capital Gains Taxes
Sheena Hanson, 9 Nov 2023
So far, in 2023, investors are enduring a bit of a roller coaster ride, with stocks producing gains through mid-year and sliding into losses toward yearend. While stock market downturns are inevitable, there’s no way […]
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10 Benefits of Dollar Cost Averaging
10 Benefits of Dollar Cost Averaging
Sheena Hanson, 19 Oct 2023
Concerns about volatility and competing demands for your money can make investing challenging. Dollar cost averaging (DCA) is an investment strategy where you invest a fixed amount of money at regular intervals, regardless of the […]
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Your Final Gift: A Checklist for End-of-Life Planning
Your Final Gift: A Checklist for End-of-Life Planning
Sheena Hanson, 5 Oct 2023
Peace of mind is a final gift you can give your loved ones—affording them the knowledge of your end-of-life wishes. Creating a plan for your loved ones when you die is an essential part of […]
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5 Tips for Choosing the Right Health Insurance Plan During Open Enrollment (Medicare)
5 Tips for Choosing the Right Health Insurance Plan During Open Enrollment (Medicare)
Sheena Hanson, 13 Sep 2023
The complex Medicare landscape makes enrollment a daunting process. There are so many options to consider, each with its own medical and financial implications. Whether you’re new, or reassessing a current plan, the Open Enrollment […]
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Case Studies: Real-Life, Pre-Retirement Debt Payoff Success
Case Studies: Real-Life, Pre-Retirement Debt Payoff Success
Sheena Hanson, 1 Sep 2023
Managing debt as we near retirement is a great way to free up cash flow and offer peace of mind. It’s a relief to know your investments and assets have increased financial security as you […]
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The Key to a Fulfilling Retirement: It’s All About Connection
The Key to a Fulfilling Retirement: It’s All About Connection
Sheena Hanson, 14 Aug 2023
In 1938, an ambitious project began at Harvard University. Researchers aimed to answer a straightforward yet elusive question: What truly brings happiness in life? Their study spanned an impressive 85 years, collecting insights from 724 […]
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