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Scott Hanson, CFP

Financial Advisor and Co-Founder, Hanson McClain Advisors

MoneyMatters.com

Scott Hanson, CFP, is a financial advisor and co-founder of Hanson McClain Advisors, a financial planning and investment advisory firm with over 4,000 clients nationwide. Hanson co-hosts one of the longest running financial radio programs in America, which can be heard at www.MoneyMatters.com. The author of three books, his most recent, Personal Decision Points: Seven Steps to Your Ideal Retirement Transition is available at www.amazon.com.

Latest Features

Building Wealth
June 2016

4 Ways to Create Your Own Pension

Most of us can't count on a defined benefit plan from our employers, but you can still find a way to generate enough income to support you through a comfortable retirement.

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Building Wealth
June 2016

The Key Mistakes Investors Make in Retirement

After they retire, most people completely change some of their investment habits—and risk depleting their wealth.

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Building Wealth
May 2016

Many Americans Don't Enjoy Retirement

But if you make a plan for your senior years (that goes beyond money), you can make it the best time of your life.

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Building Wealth
March 2016

What Life Is Really Like In Retirement

The average retiree spends 32 hours a week watching TV. Craft a retirement plan to avoid that fate.

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Building Wealth
March 2016

What's the Right Asset Allocation for Your Portfolio?

Forget the traditional measurements and general rules of thumb. The right answer depends on your risk tolerance, time horizon and other factors specific to your situation.

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Building Wealth
February 2016

Don't Rush to Roll That 401(k) Into an IRA

The rules get tricky for people aged 55 to 59 ½ who leave a workplace but are unsure of their future work plans. Beware of bad advice.

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Building Wealth
February 2016

6 Keys to True Financial Independence

Having peace of mind when it comes to your money depends on much more than your net worth.

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Building Wealth
January 2016

It Pays to Know Your Pension Options

You may get to choose from several options for receiving your pension. Here’s how to think it through.

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Building Wealth
December 2015

The Value of Having a Trusted Financial Adviser When a Spouse Is at Death’s Door

When both partners have a relationship with a family adviser, the transition after the death of a spouse can be far less painful. Here’s why.

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Building Wealth
December 2015

Just Say No to Universal Life Insurance as a Retirement Fund

For every one person I see who is maximizing the tax benefits, I see 10 other folks who could do a lot better by purchasing term insurance and investing the difference.

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Building Wealth
November 2015

Which Retirement Savings Plans Are Best for Teachers?

It’s probably best to have a diversified approach to your tax planning for retirement in the same manner you would have a diversified approach to your investments.

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Building Wealth
November 2015

Calculating the Tax Bite When Converting a 401(k) to a Roth IRA

You could pay nothing in income taxes, or you could pay the same rate as billionaires. Determine how much can be converted without bumping you into a higher tax bracket.

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Building Wealth
October 2015

The Biggest Oversight in Most Americans' Retirement Planning

Don't squander your retirement watching TV. Use the skills you have learned over a lifetime to open a new era of creativity. Start a business. Write a book. Go back to college.

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Building Wealth
October 2015

Asset Allocation Advice for Older Retirees

Your age is just one factor in determining the right mix of investments.

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Building Wealth
September 2015

Don’t Be Sentimental with Inherited Stocks

Honor your beloved relative’s memory by diversifying as soon as possible.

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Building Wealth
September 2015

Should I Take the Lump Sum on My Pension?

Depends on your health, and whether you could get a better return by reinvesting it in an IRA. Here are the key factors to consider.

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Building Wealth
August 2015

Can I Give An Inherited Retirement Account to My Mom?

Your best bet may be to have the funds transferred into a “beneficiary IRA,” without you ever taking possession of the money.

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