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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.
Understanding Estate Planning In Wisconsin
Understanding Estate Planning In Wisconsin
Sheena Hanson, 4 Jun 2024
When you think about the future, you’re likely concerned about protecting what you’ve worked for and making sure your loved ones are safe. The right estate plan helps you do both. However, in Wisconsin, this […]
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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, 9 May 2024
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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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, 29 Apr 2024
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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The True Cost of Owning a Second Home in Retirement
The True Cost of Owning a Second Home in Retirement
Sheena Hanson, 27 Mar 2024
Retirement is full of wonderful possibilities. When you don’t have to show up at the office, you can spend your days just about anywhere you please. Maybe you’ve always pictured yourself at the beach or […]
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Are Roth Conversions Going Away? Ideal Timing Insights (2024)
Are Roth Conversions Going Away? Ideal Timing Insights (2024)
Sheena Hanson, 1 Mar 2024
In the world of retirement planning, Roth IRA conversions are a standout strategy with huge potential tax savings! But here’s the thing: changes in legislation may be around the corner, potentially putting these opportunities at […]
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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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