Sean Andersen, Financial Adviser at Aligned Insurance & Financial Solutions

09/07/2026

I’ve always had a lot of respect for people who simply put their heads down, work hard and keep showing up.

Labor Day feels like a good time to recognize them.

The early mornings. The long days. The people taking care of their families, building businesses, serving their communities and trying to create something better.

Today is for you.

Enjoy the break, if you have one. You’ve earned it.

Happy Labor Day.

08/29/2026

There’s a stage of life when the question quietly changes.

It’s no longer just:

“Will I be okay?”

It becomes:

“Will my children be okay?”
“Will my parents be okay?”
“And can I help them both without losing sight of my own future?”

More than half of Americans in their 40s are now living somewhere inside that question.

Maybe the first step isn’t having all the answers.

Maybe it’s finally having the conversation.

As people are living longer and many young adults struggle to gain financial independence, 23% of U.S. adults are in the “sandwich generation.”

08/27/2026

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules may come into play.

Most inheritances won’t trigger a federal income tax bill. But what you inherit and what happens afterward mean other tax rules could come into play.

08/15/2026

Estate tax and inheritance tax are both often referred to as "death taxes," but they aren’t the same when it comes down to who pays.

08/08/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

08/03/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

07/22/2026

Honored to share I have been recognized by Forbes as one of the Top Financial Security Professionals in California. This marks the 4th straight year receiving this honor!

A huge thank you to our clients and community. Your faith and trust are humbling and your journeys inspire us every day. Curious about the list and how it’s ranked? Check it out here: https://www.forbes.com/lists/best-in-state-financial-security-professionals/

07/18/2026

A new study in the Journal of Financial Planning found that artificial intelligence programs can provide inconsistent, inaccurate or biased recommendations when it comes to personal finance.

Researchers who studied generative AI platforms found that personal finance recommendations could be inconsistent or biased.

07/14/2026

Electronic Social Security payments are being touted as faster and safer than paper checks. But those who rely on them will need support to make the transition.

07/08/2026

As scammers embrace new tech, use these strategies to help safeguard your accounts.

As scammers embrace new tech, use these strategies to safeguard your accounts.