This month I had the pleasure of being asked to participate in my first ever Twitter Q&A with Reuters, hosted by Lauren Young. It was a lot of fun and a privilege to join a panel made up of some of the top financial minds that I admire the most, including Jean Chatzsky, Mandi Woodruff,… Continue reading →

Sally Brandon, Senior Vice President of Client Service & Advice, explains how Rebalance establishes trust by building a rapport with clients. More on taking the emotion out of retirement investing. transcript At Rebalance, clients are given a two-person team that is made up of an investment advisor who helps them with any questions that they have with… Continue reading →

Sally Brandon, Vice President of Client Services, shares why it’s important for women to understand how their money is invested. Continue reading →

Firing a financial advisor can be uncomfortable, but certain circumstances make it necessary. Ending a relationship is never easy. You nurture it, get comfortable with it, and you learn what to expect. Sometimes you think about walking away because you’re just not sure it’s what you want. You wonder if breaking up is worth the… Continue reading →

Sally Brandon, Vice President of Client Services at Rebalance, discussses why it’s so important to have a financial advisor you can count on. Continue reading →

Sally Brandon, Vice President, Client Services for Rebalance, on connecting with Rebalance clients and feeling in control of your retirement. Continue reading →

The most impactful financial lesson that you will ever receive almost certainly will be whatever you learned from your own parents. For me, that lesson came from my father, a Cuban immigrant who came to America with no more than 10 cents to his name. In 1962, my parents and sister arrived from Cuba. They… Continue reading →

You want the best for your kids: The best education, the best experiences, great friends and a safe, secure upbringing. It’s why we work hard and make choices along the way, postponing spending on ourselves in favor of them. Often, that means putting aside money for their college fund. But putting a lot of money… Continue reading →

Here’s a news flash: Unequal pay for women can mean unequal retirement. It’s common knowledge that women earn less than their male peers, about 77 cents on the dollar, the so-called “pay gap.” What’s less appreciated is the danger of when they earn less: The high-earning years in mid-career, when most people first get serious… Continue reading →