Rebalance Chief Marketing Officer Lauren Simpson is on a mission to retire by 35 — and she’s well on her way. A passionate advocate of the FIRE movement, Lauren and her husband became millionaires before 30 by saving, investing, and planning strategically. She believes that with the right financial plan, you don’t have to choose between living well today and building the future you want.
Rebalance, an award-winning national wealth management firm, is proud to announce the addition of a highly accomplished professional to its evolving team Dan Mavraides.
Medicare Made Simple? Not Quite: Decoding the Alphabet Soup to Maximize Your Coverage.
Savers maxing out their 401(k) plans are likely to hear about one strategy preached endlessly: open a Roth IRA or get taxed to death in retirement.
Rebalance Managing Director, Mitch Tuchman, Named Best-in-State Wealth Advisor By Forbes.
Rebalance Selected by USA Today for Inclusion in Its Prestigious 2023 Best Financial Advisory Firms List.
Rebalance Selected by Silicon Valley Business Journal for Inclusion in Its Top Wealth Managers in Silicon Valley List.
For the first time since the stock market crash of 2008, consumer confidence with the stock market has returned. According to legendary Washington Post columnist, Michelle Singletary, investors have had a bumpy ride over the past decade. In the process, they have been rewarded with annual returns of approximately 12%.
Investors should consider using cash-equivalent investments, such as money market funds or CDs, to make sure that your idle cash is generating attractive short-term gains.
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights in a podcast interview on the complexities of an inheritance.
