Should You Refinance Your Mortgage to Pay Off Debt? by Mike Schmidt With consumer debt growing, experts, including Rebalance Senior Vice President Sonja Breeding, 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… Read more »
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.
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…
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.
