Scott Hanson

Case Study: Simplifying Finances with the Hierarchy of Cash Flow Leah Woodly, CFP® just shared a new video walking through a real case study of a couple navigating unpredictable income, scattered investment accounts, and big future goals. Using our Hierarchy of Cash Flow framework, we helped them consolidate accounts, restart Roth IRA contributions, and rebuild a retirement savings structure that fits their stage of life. This same framework is featured in Dan Dorval’s book, "Financial Success for the Rest of Us: Quality of Life Planning® for Mainstream America." If you're juggling irregular income or feeling overwhelmed by your financial picture, this breakdown offers a clear, practical roadmap to move forward with confidence. 📺 Watch the full video: link in comments

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Tax Insights to Help in 2025! The “One Big Beautiful Bill” and Washington State Changes We're here to help you manage your wealth, not just your investment portfolio. With that, today we discuss two pieces of policy and some of the key elements that we feel affect a good portion of our clients. The "One Big Beautiful Bill" and Washington's Capital Gains and Estate tax changes. #weeklyinsights

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Looking to incorporate financial wellness into your planning process? Create a stronger financial plan by understanding the importance of the following foundational components of general financial planning: -Net Worth -Cash Flow -Emergency Fund -Loan/Debt Repayment Vicus Capital’s Financial Planning Department empowers advisors to guide clients through these essential items with clarity and confidence, helping them work toward long-term financial wellness. 🔗 Read more: https://lnkd.in/enHtnYv2 #FinancialWellness #FinancialPlanning #FinancialFuture #VicusCapital

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Expense ratios aren’t advisor fees — they’re fund fees. John Williams, CFP®, breaks down how expense ratios work, why they’re the same across platforms, and how they support the company managing the fund. A small detail that can make a big difference in understanding your investment costs. Full episode: https://lnkd.in/eWFCfS_C

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At NPT, we see a slew of new donor-advised funds (DAFs) open during Giving Season every year, when advisors are helping their clients think about tax efficiencies before the year-end deadlines. It makes sense that it’s a time of year when many individuals choose to take that step—but we also know that DAFs can benefit your clients year-round, and not just in the fourth quarter. We’re sharing this resource from Financial Advisor Magazine, which breaks down five key reasons why advisors should encourage clients to establish DAFs. Not only are these reasons compelling for your clients—ensuring savvy strategies for tax savings and charitable impact—but we think they’re equally interesting for advisors looking to expand their portfolios under management and deepen their client relationships. Take a look: https://bit.ly/4cDEME0

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What is an advisor’s top priority in February? Although it’s the shortest month, we know advisors are busy with their clients and their practices.  That’s why the February issue of 𝘛𝘩𝘦 𝘚𝘰𝘶𝘳𝘤𝘦 𝘣𝘺 𝘏𝘪𝘨𝘩𝘭𝘢𝘯𝘥 is full of actionable resources for your top priorities this month.  Subscribe now to get your monthly financial recap – specialized and directly from the source. https://lnkd.in/g7P3HF93. 📨 This issue includes: 📅Estate Planning Continuing Education Virtual Event Invite 💭Multigenerational Marketing Guide – illustrating the predominant tendencies of three generations of clients. 📃Highland’s new presentation tool, HighQ Concepts, launched the first planning module – IRA Legacy Enhancement. This platform generates custom, compliant, client-reading presentations, which are available now for Highland advisors.  📌Exclusive invite to a message mapping session hosted by Julie Schneider with Global Atlantic Consulting – where Julie will share new strategies to effectively communicate with your clients and prospects. #TheSource #FinancialRecap #CE #MultigenerationalMarketing

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