Hanson Wealth Management Planning Process

Brian Hanson outlines the process for client planning at Hanson Wealth Management

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The Hidden Cost of Following the Crowd in Financial Planning

Financial advice is everywhere—from news outlets to social media influencers to friends and family. While many people believe that following widely accepted guidance is a safe approach, it’s important to consider that these strategies may not align with your unique financial situation. The hidden cost of following the crowd in financial planning can be significant, potentially leading to unnecessary taxes, overlooked risks, and missed opportunities for long-term financial stability.

Why Generic Financial Advice Often Misses the Mark

Many people seeking financial guidance turn to general advice found online, from books, or through media personalities. While these broad strategies can offer a starting point, they often fail to address the complexities of individual financial situations. Generic advice may overlook key factors such as tax planning, income strategies, and market risk—all of which play a crucial role in shaping a sustainable retirement plan. Understanding why generic financial advice often misses the mark can help investors make informed decisions that better align with their long-term financial objectives.

Avoiding the Greatest Retirement Risks: Part One

My mission as a financial advisor is to help each client build a retirement strategy that’s designed to navigate key financial risks. Many people face the very real possibility of running out of money later in life, often due to factors they didn’t anticipate. That’s why I’ve focused my practice on tax-efficient retirement planning, guided by the principles of David McKnight, author of The Power of Zero and a leading voice in tax-free income strategies. His approach has shaped how I help clients prepare for the future with clarity and purpose. Below, I’m sharing a brief passage from David

The Roth Conversion Roadmap: Reducing Future Tax Burdens in Retirement

Planning for retirement involves not only saving but also strategically managing your tax burden. One approach to consider is the Roth conversion strategy, which allows you to convert tax-deferred retirement accounts, like traditional IRAs or 401(k)s, into tax-free Roth IRAs. At Hanson Wealth Management, we assist clients in understanding the potential benefits of Roth conversions in relation to their individual financial circumstances. This article dives into the Roth Conversion Roadmap, addressing the key considerations, challenges, and strategies for reducing future tax burdens while maintaining financial flexibility during the transition period. What Is a Roth Conversion? A Roth conversion involves […]

Understanding the Power of Zero Concept for Wealth Management in 2025

As tax laws evolve and retirement planning becomes more complex, adopting tax-efficient strategies can help preserve more of your wealth for the future. One approach that I share with clients frequently is the “Power of Zero” concept. This strategy focuses on reducing taxable income during retirement by utilizing tax-advantaged accounts and strategic income planning. At Hanson Wealth Management, we assist clients in understanding and implementing this framework within their broader financial plans. What Is the Power of Zero Concept? The Power of Zero is a financial planning approach that emphasizes reducing or eliminating taxable income during retirement. This strategy […]

Surviving Financial Storms: The Volatility Shield for Your Retirement

Retirement planning is a key part of building a secure future, but it isn’t without its challenges. One of the most pressing concerns for retirees is managing the impact of market volatility. The ups and downs of the stock market can significantly affect retirement savings and income, creating uncertainty for those who are unprepared. David McKnight, author of The Power of Zero, outlines strategies designed to address this challenge, focusing on creating a more resilient retirement plan. Let’s dig into this topic now. The Impact of Market Volatility on Retirement Market volatility refers to fluctuations in the prices of investments […]