Bethesda, MD –  September 10, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the formation of its inaugural dental advisory board.  The Rebalance Dental Advisory Board will provide critical insights into the distinct retirement needs of the dental community, with the… Continue reading →

In just the past week, three companies of widely varying sizes introduced new products aimed at the retirement market, demonstrating the growing trends of personalized financial planning and providing capabilities (and pricing) previously reserved for larger 401k plans. Innovation in the retirement industry continues to make strides in providing increased access to tools designed to… Continue reading →

Bethesda, MD –  August 24, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the launch of Better K™. Better K™ is a new 401(k) product designed to take the firm’s sophisticated, personalized approach to wealth management and apply it to retirement… Continue reading →

Critics, including some high-profile celebrity talking heads, are bashing 401(k) accounts. They claim 401(k)s are riddled with flaws and will burn you later. Are they right? Are you sabotaging your retirement planning by stashing money inside those popular workplace retirement savings plans? Or are there solutions and workarounds for those stinging criticisms of 401(k) accounts?… Continue reading →

Tens of millions of Americans are out of work as a result of the COVID-19 pandemic and associated shutdowns. Once the economy restarts in earnest, chances are many of them will return to different jobs, even different careers. That kind of monumental shift in the economy will be an acceleration of an already common experience… Continue reading →

In light of the continuing pandemic, Congress has temporarily changed the rules on hardship withdrawals from your 401(k). It’s easier to take money out penalty-free, up to $100,000, and you can pay it back and avoid the tax hit. But should you even think about raiding your 401(k) plan? Vanguard, the investment firm founded by… Continue reading →

Bethesda, MD – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, can now provide small businesses with an alternative to expensive 401(k) services, thanks to its newly-announced strategic partnership with EPIC Retirement Plan Services (RPS). The Rebalance/EPIC RPS partnership provides small businesses with access to the… Continue reading →

Mark Miller of the New York Times invites Rebalance Managing Director Scott Puritz onto his Retirement Revised podcast to discuss stranded 401(k)s. On the podcast, Scott reveals exactly why investors should usually rollover their 401(k) accounts (especially if there are multiple) into their rollover IRA. Scott sums up the reasoning thusly: “The 401k system is… Continue reading →

As companies look to cut costs amid the coronavirus pandemic, many of them have or will soon stop matching their employees’ 401(k) contributions. That can make it harder for you to stay on track with your savings. During the financial crisis of 2008-09, nearly 1 in 5 employers that offered a 401(k) plan match pulled… Continue reading →