
Rebalance’s Gift Guide for the Smart Investor
by Christie Whitney, CFP®Every year, companies come out with their “ultimate gift guide” for the husband / wife / daughter / tech geek, etc. Seemingly missing from this never-ending list of must-haves is one that caters specifically to the motivated retirement investor. Sure, finances and investing may not be go-to topics for holiday dinner fare, but they’re important… Continue reading

Five Common Mistakes People Make When Paying for College
by Christie Whitney, CFP®In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school year ends, summer vacation offers parents and students alike the opportunity to focus on what… Continue reading

Common Mistakes To Avoid When Planning For Retirement
by Christie Whitney, CFP®Whether you’re just starting out in your first job, rejoining the work force or at the peak of your career, planning for your financial future should be a priority. It’s never too soon – or too late – to put money away for retirement. This is especially true for women. We live longer, and we… Continue reading