Are you the fiduciary for your employees’ 401(k) plans? Many dentists don’t know. It’s important to find out because if you are, you may be liable in future lawsuits.
Dental 401(k) Plans: Retire Sooner, and Avoid Costly Lawsuits
Category: In The Media
Five Tips for Getting Your Financial House in Order
The beginning of a new year is the perfect time to start planning your budget pivot. Here are a few tried and true strategies for getting your financial house in order for 2021, including advice from Rebalance’s own Christie Whitney, VP of Wealth Management and Director of Planning.
Rebalance’s Better K Launch Highlights How 401k Admin is Changing
Rebalance joins finance heavyweights such as Charles Schwab in the efforts to optimize 401(k) plan offerings for small businesses. Learn how the landscape of 401(k) is evolving via the 401k Specialist piece below.
What Is a Financial Consultant?
Rebalance’s Sally Brandon talks to U.S. News about the difference between a financial consultant and a fiduciary, and emphasizes the importance of having a highly credentialed expert at the helm of your finances.
Are Critics Right? Is It Time To Dump Your 401(k) Account?
How expensive is your 401(k) plan? Rebalance’s Scott Puritz talks to Investor’s Business Daily about the average fees in an employer sponsored 401(k) plan, and how you can save on cost.
Lost Your Job but Still Have a 401(k)? Here’s What to Do With It
By Mark Miller Rebalance Managing Director Scott Puritz details the importance of knowing how much you’re paying in 401(k) fees, and why when it comes to rollovers, you have to “just get it done.” Tens of millions of Americans have lost their jobs as the coronavirus ravages the economy, bringing the unemployment rate to a Great Depression-level… Read more »
Finding Investment Advice For More Modest Retirement Accounts
Finding Investment Advice For More Modest Retirement Accounts Ron Lieber | Your Money If you’re perfectly capable of running your own retirement savings, selecting the right mix of low-cost investments, rebalancing at the right time and not buying and selling out of fear or greed, then good for you. But the majority of people — maybe… Read more »
How To Invest Your Nest Egg?
Washington Post business reporter Tom Heath profiles Managing Director Scott Puritz, the Rebalance success story, and the firm’s focus on making investing less expensive and more pro-consumer.
Why it’s Important to Remember What We Don’t Know About Stocks
By Thomas Heath Rebalance Investment Committee member, Professor Burt Malkiel, speaks candidly to Washington Post columnist Thomas Heath about the state of today’s stock market, and the importance of a well-diversified portfolio with annual rebalancing. The nosebleed heights of today’s stock prices have me, like many other investors, a bit on edge. Have equities become too… Read more »
New Safeguards for IRA Rollovers
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, weighs in on the new Biden administration proposal.
