Move over hipsters and millennials, retirees are the newest generation to flock to city neighborhoods with curb appeal. In his recent column for The New York Times, John F. Wasik details the growing trend of urban retirement communities, and how this will affect the way we plan for retirement in the future. Continue reading →

Sally Brandon, Vice President of Client Services, explains why it’s usually better to finance your retirement instead of your kids’ needs, such as a saving for college. More on kids and retirement priorities. transcript I think it’s an interesting thing that I’m having to deal with personally right now. I have a son that’s a senior… Continue reading →

You’re a recent college graduate. Now that you’ve started your first job, you’re probably wondering how to spend some of that new salary. A vacation? A car? Maybe you should be thinking instead about saving for retirement. That’s right. It’s time to put money away — ideally 10% to 20% of your annual take-home pay… Continue reading →

Saving has a reputation for not being much fun. It smacks of deprivation and penny-pinching, of spending your vacation at the Jersey Shore instead of the French Riviera. About half of Americans say they have only enough cash on hand to live for six months, reports Bankrate.com, and 25% can only pay their bills for… Continue reading →

Sally Brandon, Vice President of Client Services, shares how to ensure that clients have a clear understanding of how their portfolio is invested. More on how Rebalance keeps fees low. transcript Initially when a client comes on board with Rebalance, we’ll reach out to them by phone and talk to them to make sure that… Continue reading →

Sally Brandon, Vice President of Client Services, talks about understanding the right type of investment vehicle for Rebalance clients. Continue reading →

Vice President of Client Services, Sally Brandon, on connecting with clients and helping them feel in control. Continue reading →

Some people show up late at a party to make a grand entrance. Others just don’t want to be the first to arrive. Either way, if you breeze in when the party is in full swing you can start socializing without missing a step. It sure beats showing up early and feeling awkward. Unfortunately, what’s… Continue reading →

Vice President of Client Services, Sally Brandon describes what a new client can expect at Rebalance. Continue reading →