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.
Roth IRAs Can Transform Your Retirement Planning
Tag: Certified Financial Planning
Mitch Tuchman Named Best-in-State Wealth Advisor By Forbes
Rebalance Managing Director, Mitch Tuchman, Named Best-in-State Wealth Advisor By Forbes.
Rebalance Named Best Financial Advisory Firm By USA Today
Rebalance Selected by USA Today for Inclusion in Its Prestigious 2023 Best Financial Advisory Firms List.
Rebalance Named Top Wealth Manager By Silicon Valley Business Journal
Rebalance Selected by Silicon Valley Business Journal for Inclusion in Its Top Wealth Managers in Silicon Valley List.
More Americans own stocks. This is great for their financial future.
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%.
What Investors Should Know About Money-Market Funds and CDs
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.
Inheritance: Navigating the Complexities
Christie Whitney CFP®, Vice President of Wealth Management at Rebalance, offers her insights in a podcast interview on the complexities of an inheritance.
Should You Refinance Your Mortgage to Pay Off Debt?
by Mike Schmidt With consumer debt growing, experts, including Rebalance Vice President Sonja Breeding (CFP), have advice to help home owners tackle personal debt. Consumer debt continues to grow, with the average American holding a balance of $96,371 — a 5.4% increase from 2021 — according to Experian data. This debt is a combination of… Read more »
The 60-40 Investment Strategy Is Back After Tanking Last Year
With the perspective of time, the calls for the death of the 60%/40% investment strategy came too soon. The click-bait articles of 2022 did not deter the Rebalance long-term investors.
The Rebalance Team is Improving Investing Literacy Across the U.S.
By Katherine Cotter 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… Read more »
