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More About the Author: Sheena Hanson

Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Loss of Spouse Checklist: 10 Things to Do After Your Spouse Dies
Sheena Hanson, 16 May 2022
Losing a spouse may be one of life’s most difficult and painful events. As many widows will tell you, there is no way to be truly prepared for it. The decisions you have to make […]
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Lucrative Investing Strategies in a Down Market
Lucrative Investing Strategies in a Down Market
Sheena Hanson, 2 May 2022
Stock market downturns are never welcomed, but they are inevitable. Even the most sophisticated investors can’t predict when they will occur or how long they will last. But, if there is any comfort to be […]
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Does a Living Trust Make Sense for You?
Does a Living Trust Make Sense for You?
Sheena Hanson, 12 Apr 2022
Regardless of its size, the goal of an estate plan is to facilitate the transfer of property and assets to your family with the least amount of cost and friction. As you work through the […]
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Nearing Medicare Eligibility? Beware of the IRMAA Tax Bump
Nearing Medicare Eligibility? Beware of the IRMAA Tax Bump
Sheena Hanson, 18 Mar 2022
Typically, the subject of Medicare doesn’t pop up on anyone’s radar until they’re near age 65. By then, they know they will be required to pay a baseline Medicare Part B premium ($177.10 in 2022). […]
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Tired of Retirement Already? 5 Tips for Staying Fulfilled When the Novelty Wears Off
Tired of Retirement Already? 5 Tips for Staying Fulfilled When the Novelty Wears Off
Sheena Hanson, 7 Mar 2022
You were so excited to retire. You did it all right and saved and planned and saved and planned. And you’ve taken full advantage so far. You’ve been on numerous cruises in the past few […]
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Understanding Market Volatility & Why It Isn’t Always Bad
Understanding Market Volatility & Why It Isn’t Always Bad
Sheena Hanson, 24 Feb 2022
Since the beginning of the pandemic, the stock market sure has given investors some reasons to feel concerned. It’s been a rollercoaster of ups and downs from the crash in March 2020 to the huge […]
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For Love and Money: How to Keep Your Relationship Free from Financial Stress
For Love and Money: How to Keep Your Relationship Free from Financial Stress
Sheena Hanson, 10 Feb 2022
Has money ever caused a rift in your relationship? If so, you’re definitely not alone. According to an annual study by Fidelity Investments (who coincidentally has a very “punny” name when it comes to this […]
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Top 3 Challenges of a Fixed Income for Retirees
Top 3 Challenges of a Fixed Income for Retirees
Sheena Hanson, 17 Jan 2022
In retirement, your only real challenge should be choosing between what umbrella drink you want or what trip to take next. (Pina colada and Bermuda being the obvious answers.) But in between all the relaxing […]
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3 Financial Mistakes to Avoid as You Approach Retirement
3 Financial Mistakes to Avoid as You Approach Retirement
Sheena Hanson, 5 Jan 2022
If you have retirement in your sights, you can feel good about all the work you put into building your retirement nest egg—not an insignificant accomplishment by any measure. However, as you gaze into your […]
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401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
401K, SEP, Simple, or Other? Which Retirement Account Should You Offer Your Employees?
Sheena Hanson, 23 Dec 2021
With the recent extinction of pension plans, workplace retirement plan options have become a cornerstone of most employee benefits packages. Not only do these plans help employees save and invest for their future, but often […]
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