News & Events
Bring your Daughter to Work Day
We loved having a special guest in the office for Bring Your Daughter to Work Day! Lillian, Brian’s daughter, spent the day getting a behind-the-scenes look at what we do and quickly became part of the team. Lillian brought great energy and plenty of smiles along the way. Days like these are a great reminder of the importance of family and the opportunity to share what we do with the next generation—while making a few fun memories in the process.
Brian Hanson Speaks at the Power of Zero Elite Summit 2022
The Power of Zero Elite Summit was held Jan 4 – 7 at the Fairmont in Austin, TX. Each year a gathering of top Power of Zero advisors, led by David McKnight, meet to discuss how they can help their clients achieve a tax-free retirement. Brian Hanson has been a featured speaker at these events for several years providing guidance and motivation for other advisors.
2021 Holiday Dinner Party
Check out these amazing photos from the 2021 Hanson Wealth Management holiday dinner party!
More Resources
Aligning Your Tax-Free Stars
The following content is adapted from the book Tax-Free Income for Life by David McKnight. If you’ve been reading the Hanson Wealth Management blog for a while, you know that we have previously discussed the advantages of the fixed indexed annuity (FIA). I have also shared two significant disadvantages: tax rate risk and Social Security taxation. Now, I want to look at a potential option for addressing these two risks, which can help you work toward aligning your tax-free stars.
Avoiding the Greatest Retirement Risks: Part One
My goal as a financial advisor is to give each of my clients a step-by-step plan for a well-prepared retirement. In order to do that, I have to help them avoid the two greatest retirement risks. The truth is that roadblocks loom large in retirement, and too many people find themselves living in fear of outliving their money. This is the reason I have dedicated my professional life to tax-free retirement planning through the philosophy of my mentor, David McKnight, a widely recognized voice on tax-free retirement and author of the eye-opening book The Power of Zero. Below, I […]
Tax-Deferred Retirement Plans: A Catch-22?
At Hanson Wealth Management, we believe our commitment to educating our clients is a cornerstone of what we do. The following content on tax-deferred retirement plans is partially excerpted from The Power of Zero, by David McKnight, and we believe you’ll find it eye-opening as you plan for a tax-efficient retirement. So many clients come through our doors having followed advice from voices in the financial world who tell them it’s okay to have all their assets in tax-deferred accounts because they’ll be in a lower tax bracket in retirement. Of course, this is a faulty assumption, and below […]
The FIA: A Tool for Overcoming Perceived SPIA Deficiencies
The following content is adapted from the book Tax-Free Income for Life by David McKnight. In this article, I want to address the topic of single premium immediate annuities (SPIAs). In past writings, I shared how the SPIA is an effective solution to address longevity risk and that it offers multiple benefits around lifetime income in retirement. I’ve also written about why so few Americans take advantage of the SPIA solution: lack of liquidity, lack of an inflation hedge, and the Mack Truck Factor. In this article, though, I’ll share how insurance companies have reacted to these three chief […]
Understanding Sequence-of-Return Risk and Longevity Risk
If you’ve read our previous articles, you know the Hanson Wealth Management team believes strongly in the power of financial education. Our mission with today’s topic is to educate you about several very real risks threatening to undermine your retirement outlook. Of course, we also want to empower you now, in the present, to take control of your financial future. Below, we share more content from David McKnight about a threat lurking in your portfolio — sequence-of-return risk — and the risk multiplier that makes it even more dangerous. As you read, take notes on questions you may have, […]
The Demographic Glitch That May Cause Your Taxes to Double
The Baby Boomer generation is well-known for being the product of the post-World War II baby boom, and for rejecting and redefining traditional values in many ways. However, did you know that the Baby Boomer generation also represents a “demographic glitch” in a way that is important to all of us? Allow me to explain.
Will an Oncoming ‘Tax Train Wreck’ Threaten Your Retirement?
At Hanson Wealth Management, we are committed to helping our clients achieve lives of meaning and purpose. What does that mean? Well, the specifics are different for everyone, but we believe every person’s strategy should include a comprehensive approach to financial planning. Most especially, it means having a retirement plan that takes into account the impact of potentially increasing taxes on your retirement distributions. Why is this so important? Well, to put it simply, there is a storm brewing that can put your retirement financial outlook in jeopardy: taxes are very likely to increase. In this article, we explain […]
Bring your Daughter to Work Day
We loved having a special guest in the office for Bring Your Daughter to Work Day! Lillian, Brian’s daughter, spent the day getting a behind-the-scenes look at what we do and quickly became part of the team. Lillian brought great energy and plenty of smiles along the way. Days like these are a great reminder of the importance of family and the opportunity to share what we do with the next generation—while making a few fun memories in the process.
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