Menu

Category: Retirement Planning

How to Make Sure you Don’t Run Out of Money: Retiring in a Down Market
How to Make Sure you Don’t Run Out of Money: Retiring in a Down Market
Sheena Hanson, 7 Jun 2023
As a seasoned financial advisor, I’ve seen it all: the triumphs, the trials, and most importantly, the worries that keep retirees awake at night. High on that list is the fear of running out of […]
Read More
How to Maximize Your Retirement Income for Greater Freedom & Flexibility in Your Golden Years
How to Maximize Your Retirement Income for Greater Freedom & Flexibility in Your Golden Years
Sheena Hanson, 26 May 2023
You’ve tied up all the loose ends before walking out the door on your last day, the farewell office party’s over, and the future stretches out like an endless vacation…you’re finally on the brink of […]
Read More
From Chaos to Control: The Case for Consolidating Your 401ks
From Chaos to Control: The Case for Consolidating Your 401ks
Sheena Hanson, 10 Apr 2023
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 […]
Read More
How to Make Last-Minute IRA Contributions
How to Make Last-Minute IRA Contributions
Sheena Hanson, 3 Mar 2023
If you hurry, you can still lower your 2022 tax bill.   Yes, it’s true. While most tax-saving actions must be completed by year-end to count for that year’s return, taxpayers can continue making contributions to […]
Read More
5 Things That Matter More Than Money for a Happy Retirement
5 Things That Matter More Than Money for a Happy Retirement
Sheena Hanson, 21 Feb 2023
Retirement is a stage of life that most of us eagerly anticipate. After all, those well prepared for retirement have given their time, energy, and emotions to a long and successful career. And now, FINALLY, […]
Read More
How to Claim Domicile to Save on Taxes in Retirement
How to Claim Domicile to Save on Taxes in Retirement
Sheena Hanson, 3 Feb 2023
Relocating in retirement is relatively common, especially to a state with nicer weather, lower property taxes, and low (or no) income taxes. But establishing domicile for tax-saving purposes during retirement can be a complex and […]
Read More
Four Reasons to Delay Social Security Benefits
Four Reasons to Delay Social Security Benefits
Sheena Hanson, 19 Jan 2023
At a certain point in our adult working lives, we set a countdown to retirement. And the clock is ticking for those nearing 62—the age at which you can start collecting Social Security benefits. By […]
Read More
How Secure is Social Security?
How Secure is Social Security?
Sheena Hanson, 3 Jan 2023
Long touted as a program that would ensure the “American Dream,” the Social Security system – one of the critical achievements of President Franklin D. Roosevelt – was created in 1935 to promote economic security. […]
Read More
Beyond the 401k: The “Where to Invest Next” Order of Operations
Beyond the 401k: The “Where to Invest Next” Order of Operations
Sheena Hanson, 16 Dec 2022
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 […]
Read More
6 Often Overlooked Retirement Concerns
6 Often Overlooked Retirement Concerns
Sheena Hanson, 6 Dec 2022
Retirement planning is a multi-step process that evolves over time. To have a comfortable, secure, fun and fulfilling retirement, you have to build a nest egg robust enough to fund your retirement lifestyle. Pulling this […]
Read More