The time to plan your retirement is now, not later. Rebalance Vice President of Wealth Management and Director of Planning, Christie Whitney, has strategies that can make things easier.
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.
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 »
We all know the stories of famous athletes who go broke. And then there is the infamous “lottery curse,” where winners end up bankrupt a few short years after hitting the jackpot.
Here’s my take on that notion: don’t leave your 401(k) retirement money stranded with an old employer.
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.
Losing a loved one is tough, and dealing with the financial ramifications during the grieving process can be excruciating. That’s why Rebalance‘s Mitch Tuchman spoke to ABC News about the best way to tackle this challenge. In this segment, Mitch illustrates the steps he took with his own mother, and how you too can breathe a bit easier when it comes to investment management after a loss.
Being a good financial advisor is a lot like being a good personal physician. You have to listen to what the patient means, whether they are saying it out loud or not.
Two Alumni on a mission to help clients invest smarter
U.S. Secretary of Labor Thomas Perez showcases Rebalance during a keynote speech announcing the new fiduciary rule designed to make investing safer for all Americans. Click below to watch the exclusive video!
