Bob Hanna Renews Membership with the Financial Services Institute

FSI Advocates for Main Street Americans’ Access to Objective, Affordable Financial Advice

Tuesday, 12 February 2019

Bob Hanna Renews Membership with the Financial Services Institute

I am surprised how many people still have life insurance policies that their parents started for them.  How many of us have small retirement accounts from a prior employer?  We don’t think about these assets very often and have likely never updated the beneficiary designations.


How Much do You Really Need to Retire?

Friday, 01 February 2019

How Much do You Really Need to Retire?

It seems everywhere you look these days, we see apocalyptic headlines about Baby Boomers being unable to afford to retire. Between the Great Recession hurting 401(k)s and fears over inflation and insurance, it’s hard to know where you are in the grand scheme. The truth is, that a third of Baby Boomers (which were born between 1946-1964) do not have anything saved for retirement. Boomers hold less wealth than previous generations and more debt.


Is Estate Planning Only For The Rich?

Thursday, 31 January 2019

You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone, and estate plan will allow you to pass along what you own to whom you want to receive it, the way want them to receive it, and when you want them to receive it.



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