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More About the Author: Sheena Hanson

Sheena is a highly regarded financial professional known for her clear explanations and practical advice on complex financial matters. She earned her CERTIFIED FINANCIAL PLANNER™️ designation in 2010 and holds a Bachelor of Science degree in Finance from the University of Wisconsin LaCrosse.
Wisconsin Gift Tax: An In-Depth Look
Wisconsin Gift Tax: An In-Depth Look
Sheena Hanson, 30 Oct 2024
When planning to pass on your wealth, it’s important to think beyond just a will or trust. The gift tax is a key factor that can impact how your estate is structured. By learning how […]
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RMD In Year Of Death: What You Need To Know
RMD In Year Of Death: What You Need To Know
Sheena Hanson, 28 Oct 2024
Understanding required minimum distributions (RMDs) is a big part of managing your retirement savings. These mandatory withdrawals start when you turn 73, allowing the IRS to collect taxes on the funds you’ve saved. However, when […]
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How To Tell If Your Financial Advisor Is A Fiduciary
How To Tell If Your Financial Advisor Is A Fiduciary
Sheena Hanson, 1 Oct 2024
Trust plays a significant role in the management of your financial life. For this reason, it’s important to find out if your financial advisor is also a fiduciary. In this post, we’ll break down what […]
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Retirement Income Planning: Strategies for Creating a Reliable Income Stream
Retirement Income Planning: Strategies for Creating a Reliable Income Stream
Sheena Hanson, 27 Sep 2024
Retirement income planning is all about making sure your finances are ready to support your lifestyle once you stop working. It involves organizing your money so it covers regular expenses, medical bills, and any personal […]
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17 Questions To Ask A Financial Advisor About Retirement
17 Questions To Ask A Financial Advisor About Retirement
Sheena Hanson, 3 Sep 2024
Getting ready for retirement is a key part of shaping a comfortable future. The decisions you make now will shape how you live later on. Whether you’re only beginning to think about retirement or already […]
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Revocable Trust vs Irrevocable Trust – Wisconsin
Revocable Trust vs Irrevocable Trust – Wisconsin
Sheena Hanson, 27 Aug 2024
As you plan for the future, a trust can be a useful step for many Wisconsin residents in managing their estate. Trusts (and wills) give you control over how your property is handled and allow […]
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Capital Gains Tax in Wisconsin: Everything You Need to Know
Capital Gains Tax in Wisconsin: Everything You Need to Know
Sheena Hanson, 31 Jul 2024
Grasping the concept of capital gains tax is important for residents of Wisconsin, especially those who invest or run businesses. Knowing how these taxes work can significantly affect your financial outlook, helping you take measures […]
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Wisconsin Pass-Through Entity Tax: Everything You Need To Know
Wisconsin Pass-Through Entity Tax: Everything You Need To Know
Sheena Hanson, 26 Jul 2024
Taxes for business owners can be overwhelming, and understanding the Wisconsin Pass-Through Entity Tax (PTET) only adds to the challenge. In this guide, we’ll walk you through every aspect of PTET, from what it is […]
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Consolidating Your 401ks: From Chaos to Control
Consolidating Your 401ks: From Chaos to Control
Sheena Hanson, 1 Jul 2024
Are you tired of keeping track of multiple 401k accounts from previous employers? Are you overwhelmed by the thought of managing different investment portfolios and tracking their performance individually? Consolidating your 401k accounts may be […]
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Wisconsin Inheritance Tax: Here’s What You Need To Know
Wisconsin Inheritance Tax: Here’s What You Need To Know
Sheena Hanson, 28 Jun 2024
Understanding inheritance and estate taxes can be challenging due to the different rules at the federal and state levels. Whether you’re planning your estate or managing an inheritance, knowing these laws is vital for minimizing […]
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