Saturday, December 12, 2015

The Biggest Oversight in Retirement Planning

Hanson McClain's Money Matters Weekend Update
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EMAIL NEWSLETTER | December 12, 2015
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The Biggest Oversight in Most Americans' Retirement Planning

In this week's article (which also appeared in Kiplinger's), Scott sheds insight on two overlooked retirement transition challenges—the mental and emotional aspects of retirement. As Scott points out, "You've spent 35-40 years saving money, but [you] haven't spent much time at all thinking through how you want to invest your time once you retire."

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Will the state decide who inherits your assets?Will the State Decide Who Inherits Your Assets?

You hear a great deal about probate, including complaints and concerns about the difficulties and time it takes for the process to run its course. While occasionally straight forward, the complications and confusion surrounding probate have been the subject of hundreds of books written by our best legal minds. But because I get so many questions about this topic, I thought a very basic overview would be helpful to readers.

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Hanson McClain offers advisory services in all 50 states. Hanson McClain Advisors is an investment advisor registered with the Securities and Exchange Commission.

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*Scott Hanson (2011, 2012, 2013, 2014 & 2015) and Pat McClain (2012, 2013, 2014 & 2015). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

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