Sally Brandon

Sally Brandon is the Senior Vice President of Client Service and Advice at Rebalance. She holds a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California. As a wife, mother and one of the senior members of the Rebalance team, she brings an intuitive understanding of the personal side of retirement saving. Sally began her investment career at MarketRiders, where she supported many of the company’s retirement-investor clients, who collectively have more than 10,000 portfolios and $4 billion on the platform. She is a registered Investment Representative and holds a Series 65 securities license.

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Saving for college requires careful planning

Saving For College Vs. Retirement

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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 →

 
Warren Buffett Snowball Retirement Advice

Warren Buffett Snowball Retirement Advice

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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 →

 
How To Save: Out Of Sight, Out Of Mind

How To Save: Out Of Sight, Out Of Mind

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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 →

 
Why You Should Roll Over Your 401(K) Plan To An IRA

How Do You Stay In Touch With Clients At Rebalance?

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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 →

 
Financial planning gives you a sense of control over life

What If I Have A 401(K) Plan With My Current Employer?

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

 
Financial planning gives you a sense of control over life

Helping Clients Feel In Control

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

 
Turn Your Kid Into The Millionaire Next Door

Turn Your Kid Into The Millionaire Next Door

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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 →

 
Sally Brandon, VP of Client Services, Rebalance

The New Client Experience

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

 
Financial planning gives you a sense of control over life

A Sense Of Control

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Sally Brandon, Vice President of Client Services helps clients feel comfortable with the direction of their retirement money, so that they feel in control. Continue reading →