Alan Hensley, CFP®
Roth Conversions and the 2025 Tax Act
Roth Conversions and the 2025 Tax Act
New 2025 tax rules add risks to Roth conversions. Learn how the Senior and SALT deductions may impact your strategy—and how to avoid surprise taxes.
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LinkedIn
LinkedIn
Location: Tacoma · 500+ connections on LinkedIn. View Alan Hensley, CFP®’s profile on LinkedIn, a professional community of 1 billion members.
My Bio
My Bio
Wealth Advisor & Vice President Alan is a Certified Financial Planner™ with a bachelor’s degree in Economics from University of Washington. He loves coming to work every day because it’s his job to help people create a financial plan so they can find more time to enjoy life. Taking the responsibility of retirement planning off […]
How to Save Money and Where to Prioritize It
How to Save Money and Where to Prioritize It
In this video I share my thoughts on how to prioritize your savings. If you're saving more than you spend, you may be wondering where you should put that ext...
Eddie & Hoppers Explain Investing in the Sock Market
Eddie & Hoppers Explain Investing in the Sock Market
Eddie & Hoppers Explain Investing in the Sock Market [Hensley, Alan, Hensley, Natalia] on Amazon.com. *FREE* shipping on qualifying offers. Eddie & Hoppers Explain Investing in the Sock Market
YouTube
YouTube
Welcome to my channel! https://linktr.ee/alan.hensley I'm a Dad + Financial Advisor + Husband Life can be unpredictable. It's my goal to help take the stress out of planning for retirement. When I was young, my dad was diagnosed with cancer. I remember overhearing my parents one evening as they were trying to figure out what to do with his 401(k). It was clearly a source of tremendous stress. Even as a kid, that didn’t make sense to me. Families shouldn’t spend their precious time and energy picking funds for their retirement accounts. I believe that there are better ways to spend an evening — and my goal is to make that possible for you. My goal as a financial advisor is to: ● Simplify ● Educate ● Advocate Whether you have questions about vesting schedules, 401(k) selections, taxes, account rollovers, investments, or insurance, connect with me here or www.alan-hensley.com . Let’s solve your financial puzzles together!
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