Frances Martinez

Prior to joining the Rebalance team, Frances spent over a decade in Business Management working with high-powered entertainment clients in Los Angeles, California. During her time at Schur & Sugarman CPAs, Frances was responsible for her clients’ day-to-day bookkeeping and specific financial needs, and ensured that financial stressors were eliminated on the client end.

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The Value in Automating Required Minimum Distribution Payments (RMDs)

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As we approach the end of 2023, it is important to look at one’s entire financial picture and decide if any actions must be taken to optimize one’s finances in the coming year.  One such action that our Rebalance team prioritizes is reminding our clients ages 72 and over to automate their RMDs. You might… Continue reading →