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More About the Author: Sheena Hanson

New Retirement Contributions for 2023
New Retirement Contributions for 2023
Sheena Hanson, 18 Nov 2022
Well, here we are, nearing the end of another year. Now is the time where people commonly wrap up their to-do list before December 31st hits and anticipate what might change for the year ahead. […]
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Step-Up in Basis Definition and What it Means to You
Step-Up in Basis Definition and What it Means to You
Sheena Hanson, 1 Nov 2022
Estate planning looks different for every client. For those with young children, it might mean designating a guardian and preparing for their financial future. For others, it will mean choosing someone to handle the administration […]
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Time is Running Out on Roth Conversions for 2022
Time is Running Out on Roth Conversions for 2022
Sheena Hanson, 21 Oct 2022
For many, a down market is cause for concern; but for others, there are opportunities to be had! One such perk is the Roth IRA conversion. If you’ve been considering a Roth IRA conversion, now […]
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How to Protect Your Retirement from Inflation
How to Protect Your Retirement from Inflation
Sheena Hanson, 3 Oct 2022
Are you living comfortably in retirement, or do the latest news headlines have you concerned about your future? With inflation the highest it’s been in 40 years, 70% of Americans consider it a big deal, […]
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The 6 Most Common Myths of Health Savings Accounts (HSAs)
The 6 Most Common Myths of Health Savings Accounts (HSAs)
Sheena Hanson, 22 Sep 2022
Health Savings Accounts (HSAs) offer myriad benefits, from their triple-tax advantage to assisting those with high-deductible health plans (HDHPs) to cover out-of-pocket expenses. But the thing that may surprise you most is that an HSA […]
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6 Tips to Stay Calm During a Market Downturn
6 Tips to Stay Calm During a Market Downturn
Sheena Hanson, 26 Aug 2022
Scroll through any newsfeed, and you’ll encounter attention-grabbing headlines about a sluggish economy, rising interest rates, and threats of an impending recession. And while this news is unsettling, it’s essential to remain calm, cool, and […]
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How to Retire During a Recession
How to Retire During a Recession
Sheena Hanson, 16 Aug 2022
You’re so close you can taste it. Your first post-retirement vacation is planned. You’ve prepared for years for this next glorious chapter – and then – a financial downturn. Now what? First, remain calm. You’ve […]
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Why Americans Are Retiring Now More Than Ever
Why Americans Are Retiring Now More Than Ever
Sheena Hanson, 28 Jul 2022
With inflation at its highest point in 40 years, it would only be natural to see people holding tight to their jobs. After all, you need your paycheck more than ever with the increasing cost […]
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How Rising Interest Rates Could Affect Your Finances
How Rising Interest Rates Could Affect Your Finances
Sheena Hanson, 19 Jul 2022
Raising interest rates as a measure to combat inflation has been a hot topic lately. Not only did the Fed increase rates by 0.5% at its May FOMC meeting, but increased them again by a […]
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Is Peak Inflation Behind Us? Or At Least Near?
Is Peak Inflation Behind Us? Or At Least Near?
Sheena Hanson, 29 Jun 2022
The highest inflation in 40 years has rattled consumers, most of whom have never experienced runaway high prices. Unless you’re well into your 60s, this type of environment is new. However, there is hope that […]
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