Blog Archive
A Roth IRA Works Harder for You in Retirement
Roth IRA: Pay the IRS Now for a Tax-Free Retirement. Here’s How It Works When you’re transitioning into retirement, the last thing you want is to get hit with a giant tax bill. Fortunately, you can avoid this if you save your money in a Roth IRA. Roth IRAs are tax-advantaged retirement savings accounts to which… Continue reading
Let’s Talk About Aging – What We Can Plan For Today!
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
Six Words and Three Numbers That Matter from Charley Ellis
by Scott PuritzSay the word “finance” and many people’s eyes just glaze over. I totally understand that. Money and investing can be quite a dense topic, even for those of us in the business! It’s appealing, then, to have someone tell you that there are “three simple rules” or “one big decision” that will cut away the… Continue reading
Does Your Retirement Plan Have Issues? A Webinar for Dental Practices
As a hardworking dental practice owner, you’re plenty busy running your practice. It’s been a long road with taking on business debt, establishing your name, building a team. Every detail must be carefully managed to succeed. And it turns out you’re actually good at that! So who’s taking the same level of care and diligence… Continue reading
The Tricky Math of Retiring Into a Downturn
Retiring can be a very stressful stage for many people. Daily routines, life purpose, and long-term goals, all come to an inflection point at once. The recent downturn in the financial markets has added an extra layer of unknowns to an already difficult time for those going through retirement. Having a clear perspective about the… Continue reading
What to Do with Inherited Money in a Volatile Market
by Sonja Breeding, CFP®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
401(k) Day Know Your Numbers: Rebalance’s 401(k) Platform BetterK Has Saved Plan Participants up to 50% in Fees Over the Past Two Years
by The Rebalance TeamEmployee Participation in BetterK Client Retirement Plans Currently Averages 88% BETHESDA, Md. & PALO ALTO, Calif. Sept. 7, 2022—In recognition of the Plan Sponsor Council of America’s National 401(k) Day, which this year features the theme “Know Your Numbers,” award-winning wealth management firm Rebalance is pleased to share significant numbers. These numbers illustrate how Rebalance’s… Continue reading
Who Needs an Estate Plan? Maybe You
by Christie Whitney, CFP®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
3 Income Scenarios Widows Face with Social Security
by Christie Whitney, CFP®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