
What Retirement Investors Should Know About the SECURE Act
by Sally BrandonCongress at long last has taken action to offset the dismal retirement outlook for Americans, passing the SECURE Act with bipartisan support. There is a lot going on in the legislation (1,773 pages!), such as making it far easier for more Americans to qualify to use 401(k) plans by expanding cost-effective plans to small employers.… Continue reading

We’re Smart, Capable and Amassing Vast Wealth. So, Why Aren’t We Taking Control of Our Finances?
by Sally BrandonI’m guilty. There, I said it. And, it feels great to confess. I am among the millions of women, globally and across generations, who fall into a distinct category—highly-educated, affluent married women, widows or divorcees who defer significant financial decisions to their spouses or partners. Admittedly, the reassuring news is that I’m in excellent company. … Continue reading

Divorce After 50: Surprising Changes When It Comes To Taxes
by Sally BrandonIt’s one of those statistics that is both surprising and, well, not surprising. Baby Boomers, the generation that led the charge into no-fault divorces in the 1970s and 1980s, continue to lead other age groups in divorce into their retirement years. In fact, boomer divorce rates are speeding up. A recent Pew research study found… Continue reading

An Entrepreneur’s Guide to Financial Success
by Sally BrandonThis Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting story it is! Rebalance was born out of a desire to help investors save and… Continue reading

U.S. Senators Applaud Rebalance
by Sally BrandonRecently, the U.S. Senate held hearings on new rules to make retirement investing safer for all Americans. My partner, Managing Director of Rebalance Scott Puritz, is a nationally recognized authority on retirement investing and was asked to provide the Senate with expert testimony on the subject. Senator Al Franken: Mr. Puritz offers his clients asset… Continue reading

Got a Tax Refund? Here’s What You Should Do With It
by Sally BrandonUnexpected money is great, like finding a crisp $20 in a coat pocket or when an older relative snail-mails you a check because it’s Christmas and they have no idea what to get you. Windfalls on the lower end of the range can be easy spending. Who doesn’t want to splurge on fancy coffee or… Continue reading

Our 3 Favorite John Bogle Books
by Sally BrandonThe recent loss of investing giant and Vanguard founder, John Bogle, got us to thinking about the many books he wrote and which ones meant the most to us. Here are our top 3 favorites to help inspire you to learn more about the market, investing, and the incredible impact that John Bogle had on… Continue reading

5 Resolutions that Could Help You Retire a Millionaire (But Still Enjoy the Champagne)
by Sally BrandonIn the iconic words of Regis Philbin during his game show hosting duties, “Who wants to be a millionaire?” The better question should be who doesn’t. While it may sound lofty to dream about retiring with 6 zeroes (or more) in your account – it’s not entirely far-fetched if you play smart with your investments.… Continue reading

Three Gifts More Valuable Than This Year’s ‘Must-Have Item’
by Sally BrandonTwinkling lights, travel planning, and endless emails promoting “see it to believe it” sales can only mean one thing – it’s the holiday season! Each year it seems that once a chill is in the air, companies begin to ramp up marketing efforts to promote the next big product everyone must add to their household; in… Continue reading