Blog Archive
![](https://www.rebalance360.com/wp-content/uploads/2025/02/Rethinking-Investing-Mockup_opt-2-1024x683.avif)
Recommended Reading: Rethinking Investing by Charley Ellis
by Scott PuritzAs a financial advisor, a common question I get from friends and family is “Can you recommend a book that will help me understand how to invest?” I always hesitate with this question, not because I do not know what to suggest, but because there are too many good choices! For some folks, the clear… Continue reading
![](https://www.rebalance360.com/wp-content/uploads/2024/09/Scott-Puritz_Jack-Bogle-1024x682.jpg)
Meeting Vanguard’s John Bogle: A Reflection
by Scott Puritz“Legacy” is a loaded word. It suggests principles and ideals that will outlive one generation and guide the next. For parents, even those who are engaged, the journey often requires letting go and allowing children to make mistakes and learn. When reflecting on legacy and the knowledge that fosters success and happiness, one figure comes… Continue reading
![](https://www.rebalance360.com/wp-content/uploads/2021/06/529-illustration-1024x1024.jpg)
How to Use a 529 Plan to Finance Your Kid’s College Costs
by Jill Carothers, CFP®You may have heard about a type of tax-advantaged college savings plan known as a 529 plan. Similar to an IRA or 401(k), money put into a 529 is “qualified,” meaning it grows tax-free and can be used tax-free in the future. You will find 529 plans sponsored by all 50 states and the District… Continue reading
![](https://www.rebalance360.com/wp-content/uploads/2024/11/Untitled-1800-x-2250-px-2-1024x702.avif)
Medicare plan options are confusing. This book may help.
by Sonja Breeding, CFP®Medicare Made Simple? Not Quite: Decoding the Alphabet Soup to Maximize Your Coverage. Medicare plan options are confusing. This book may help. By Michelle Singletary, November 22, 2024 For all its pluses, Medicare can be a hellish system that befuddles and frustrates so many beneficiaries. Medicare provides health insurance for millions of Americans 65… Continue reading
![next chapter; retirement planning; longevity](https://www.rebalance360.com/wp-content/uploads/2021/08/Money-Longevity-Next-Chapter.png)
What’s Your Next Chapter? The Time To Plan For It Is Now
by Dan MavraidesMany people, prompted to think about how long they might stay at work, fall back on statistics they hear in the media. You know, the ideal retirement age is 65, maybe a few years more, tops. The thing is, that number made sense only briefly around the time the government was setting up Social Security,… Continue reading
![a group of old friends singing, dancing, and playing guitar together](https://www.rebalance360.com/wp-content/uploads/2022/09/3questionsaging-Blog-Banner-1200x600-1-1024x512.jpg)
3 Questions Your Advisor Should Ask About Aging
by Jill Carothers, CFP®When we’re young, retirement can feel like a far-off concept, more fantasy than reality. It’s in our middle years that the reality of aging and approaching retirement starts to hit home. By “home,” I mean your actual home, if you live with or near your own aging parents. Many folks in their 40s and 50s… Continue reading
![](https://www.rebalance360.com/wp-content/uploads/2024/11/social-2048x1302-1-1024x651.avif)
What Will Happen to Social Security After Trump Takes Office?
News you can use: How does the Trump win impact your Social Security benefits? What Will Happen to Social Security After Trump Takes Office? By Tara Siegel Bernard, November 14, 2024 Americans are polarized on many issues, but there’s at least one program that continually wins nearly everyone’s support: Social Security. It isn’t subject to… Continue reading
![](https://www.rebalance360.com/wp-content/uploads/2024/11/RISK-1024x576.avif)
Managing the Risks and Taxes of Highly Appreciated Stock
by Matt Jude, CFP®, ECAInvestors who have done well over the years – whether through savvy stock picks, favorable market returns, or just good luck – often find themselves with a unique set of problems to deal with. After holding stocks for a long period of time and achieving substantial returns, investors may have two unexpected issues to be… Continue reading
![Are index funds doomed?](https://www.rebalance360.com/wp-content/uploads/2021/11/index-funds-history.jpg)
Is Indexing Doomed? Not If History Is Any Guide
by Dan MavraidesMeme stocks. Cryptocurrency. Non-fungible tokens. Flashy and controversial trends in investing tend to get the headlines. So be it. Still, the likelihood is that simple, quiet index investing will only grow in popularity. Why? Because inertia is a powerful force in any industry, and particularly so if the process or product in question works. “If… Continue reading