Rolling Over Retirement Accounts

Rolling Over While I do not typically find that I fit the stereotype of the Millennial generation, there is one aspect of it that I identify with. Before I settled into my career as a financial advisor I worked for a few different employers. Each of those companies were great places to work, and I […]

Filed under Uncategorized · Tagged with

The Retirement Bucket #FinancialFitness2018 #RetirementPlanning #KatelynIsGoingtoRetireSomeday #TheBucketStrategy

#FinancialFitness2018 continues this week with one of the most important subjects yet. We’ve been going through each bucket in the Bucket Strategy, and we’ve now arrived at the last one; the retirement bucket. While the first two buckets are also very important, it is the retirement bucket that is the most misunderstood, and consequently avoided. […]

Filed under #FinancialFitness2018, Uncategorized · Tagged with

I am divesting!  #FinancialFitness2018

I am divesting!    Over the last two weeks, I have been working on divesting from Bank of America as part of my #FinancialFitness2018 journey. After going over the Bucket Strategy for saving, I took a hard look at my checking and savings accounts. As a Socially Responsible Financial Advisor, I work hard to make […]

Filed under #FinancialFitness2018, Divest, Uncategorized · Tagged with

My Mid-Term Bucket #FinancialFitness2018 #TheBucketStrategy

Over the last two weeks we talked about implementing the Bucket Strategy, and I discussed divesting from Bank of America in my first bucket; my checking and savings accounts. The next bucket is my mid-term bucket, and that is what I’m going to be focusing on today. As a reminder, my mid-term bucket is savings […]

Filed under #FinancialFitness2018, Uncategorized · Tagged with

How I’m Divesting from Bank of America #FinancialFitness2018

Finishing up last week’s mission to divest from Bank of America, I wanted to give a brief overview of how I plan to do it. The first step was opening the accounts at the credit union. Now that the new account is open, I can start moving money over. However, I don’t want to close […]

Filed under #FinancialFitness2018, Divest, Uncategorized · Tagged with

3 Reasons Why I’m Switching to a Credit Union  #FinancialFitness2018 

If you’re following along, you know this week I am moving my accounts from Bank of America to a local Credit Union. I am doing this for a number of reasons, as part of my #FinancialFitness2018 New Year’s Resolution. Here is my listicle! 3 Reasons Why I’m Switching to a Credit Union 1) Buying Local: By putting […]

Filed under #FinancialFitness2018, Divest, Uncategorized · Tagged with

Implementing the Bucket Strategy #FinancialFitness2018

We are focusing on how to save money in #FinancialFitness2018. See our last post for how the Bucket Strategy works, and read on to see how it is implemented! We discussed breaking our savings up into different buckets, based on how soon you’ll need the money. The next step is figuring out how to take […]

Filed under #FinancialFitness2018, Uncategorized · Tagged with

The Bucket Strategy #FinancialFitness2018

Picking up where we left off last week for #FinancialFitness2018, let’s talk more about the Bucket Strategy. You’ve created your budget and stuck to it, and now you have income left over at the end of the month. What do you do with it? This answer is different for everyone, depending on your age and financial […]

Filed under #FinancialFitness2018, Uncategorized · Tagged with

After the Budget #FinancialFitness2018

Last week, for #FinancialFitness2018 I took myself through the process of creating a budget for myself. This week I am focusing on what happens when you’re done with that process. I’ve mentioned before that my income is variable, so the way that I budget and save money is going to be a little bit different. Most people […]

Filed under #FinancialFitness2018, Uncategorized · Tagged with

Almost done with my #Budget!

I used the Mint App to get an accounting of my spending, and now I can see how much I spend every month, compared to how much I make. The next step is to evaluate where my money is going, and see where I can cut back. The first thing I noticed was that I spend wayyyyy […]

Filed under #FinancialFitness2018, Uncategorized · Tagged with

Check the background of our Broker Dealer on FINRA’s BrokerCheck

Hansen’s Advisory Services is currently licensed in AZ, CA, CO, FL, IL, ME, MA, NJ, NM, NY, NC, OH, PA, RI, SC, VT, VA

Securities are offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC. Hansen’s Advisory Services, Inc. and Cadaret, Grant & Co., Inc. are separate entities.

Site Credits

Website by Lisa Goodlin Design

Solar-powered website hosting by AISO.