The term equity compensation is a fancy way of saying that an employee receives some form of ownership (also known as equity) in their company as a part of their payment and benefits (i.e., the compensation package). Typically, this will be just one component of how an employer compensates an employee for his or her work — it can be… Continue reading →

In February the Rebalance team was able to illustrate our dedication to enhancing investing literacy throughout the United States. As thought leaders in the financial services industry, it is our mission to provide education to individuals and small businesses alike. Several of our team members were invited to participate on panels and presentations focused on… Continue reading →

What is money, if not the means to secure a better, more fulfilling life? And how will you communicate to your heirs the importance of your carefully assembled resources?   Legacy is about more than cash and property. It’s the transmission of your life’s work to the next generation. That’s why creating an “ethical will” is… Continue reading →

It seems like everyone these days has started a foundation. There’s a reason for that. It’s easier than ever to create one and there are many incentives to go down that path, even with smaller amounts of money. The reason such “foundations” are so prevalent now is because most of them are, in fact, the… Continue reading →

We all like the idea of giving back, especially when we feel grateful for the opportunities afforded us in life. That charitable impulse is powerful, and it is an impulse that can be amplified by harnessing simple, proven planning tools.  Colby Bircher, of Fidelity Charitable, will present and answer your questions on specific strategies toward… Continue reading →

Aging is natural and normal. It’s just part of life! As we get older, however, it becomes increasingly important to consider how to age securely and safely, as you had intended. Join us for an illuminating conversation about how to plan for aging, whether for yourself, a partner, parents, or other loved ones. We’ll dig… Continue reading →

The late John Bogle, the founder of Vanguard and for many decades the strongest proponent of common sense investing, had a wonderful way with words. By turning a phrase inside out he could change one’s perspective completely.  During challenging markets he famously would say, “Don’t just do something. Stand there!” Everyone has experienced that panicked… Continue reading →

More than 60% of Americans don’t have a will, much less a full-blown estate plan. It’s understandable. It can feel morbid to think about what happens after you die.  Yet many of those same people have life insurance, precisely to safeguard the finances of loved ones should they pass away unexpectedly. People sometimes use the… Continue reading →

It is incredibly hard to lose a lifelong spouse, and the weeks following a funeral are undeniably tough for the surviving partner.  Yet that’s exactly when many recently widowed people are expected to make consequential decisions about their finances, choices that could set them back thousands of dollars in income each year during retirement. The… Continue reading →