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Lake Oconee Office

1041 Parkside Commons Suite 103, Greensboro GA 30642

PH (706) 454-0790

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The Richest Man in Babylon The Cycle of Investing

“When your values are clear, your decisions are easy.” – Roy Disney



Relationship, Confidence, and Capability.

With success comes complexity. You're looking for a trusted partner to help guide and advise you on getting and keeping your financial house in order. The large, status quo financial institutions have lost their personal touch.

At Hankinson Wealth Advisors LLC, we are passionate about helping you make smart decisions so you can accomplish your goals and fulfill your hopes and dreams for the reasons that are most important to you. We apply uncommon common sense: Eliminate Complexity, Simplify, and Repeat™.

People who benefit the most from working with us are:

  • Passionate about their goals
  • Focused on the things in life that are most important to them
  • Willing to delegate financial matters based on expert advice
  • Ready for the truth … no matter what!

Typically, our clients are:

  1. Owner-operators and entrepreneurs
  2. Highly paid professionals
  3. Those in the position where they can choose whether they work or not

In simple terms, our approach means that our clients efficiently and consciously make the transition to category 3 – and stay there. We refer to this as the Encore Life™. A successful transition to a great Encore Life builds upon the foundation of your past success, transforms dangers and complexities, and focuses on simplifying your financial life.

The focus, clarity, and simplicity that result from aligning your financial choices with your values enable you to make the most of life’s opportunities.

In essence:

Plan Well. Invest Wisely. Live Abundantly.™

Helpful Content

Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.

IRA Withdrawals that Escape the 10% Tax Penalty

IRA Withdrawals that Escape the 10% Tax Penalty

The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.

Retirement Questions That Have Nothing to Do With Money

Retirement Questions That Have Nothing to Do With Money

Things to consider before retirement.

 

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

How the Federal Reserve Works

Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.

Diversification, Patience, and Consistency

Three important factors when it comes to your financial life.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Medicare At 65+

65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.

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Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Rent vs Buy Calculator

Compare the long-term financial outcomes of renting versus buying a home.

Lifetime of Earnings

Estimate how much you may earn over your working years based on your current income.

Bi-Weekly Mortgage Payments

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

Credit Card Payoff

Find out how long it may take to pay off a credit card balance and what it costs in interest.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

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RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

What You Need to Know About Social Security

Every so often, you'll hear about Social Security benefits running out. But is there truth to the fears, or is it all hype?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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