Recently, rules have changed for 529 plans, and there is now a “Grandparent Loophole” that could be of benefit to you.
What to Know About 529 Accounts Owned by Grandparents & the New FAFSA
Tag: Legacy
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.
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.
Inheritance? Here’s Why Not to Pay Off Your Mortgage
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.
Financial Management After the Loss of a Loved One
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.
Make sure your retirement savings last as long as you do
Rebalance‘s Scott Puritz speaks to Tim Grant at the Pittsburgh Post Gazette about the problematic nature of target date funds, and why many investors would benefit to take a less conservative investment route.
How Retirement Planning for Childless Couples Is Different
Rebalance VP of Client Services Sally Brandon spoke to USA Today on why it’s important to save for the future even if children are not part of the equation.
