The Importance of Funding Your Child’s 529 During Stock Market Unrest

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While we grapple with uncertain times and stock market volatility, Washington Post contributor Michelle Singletary advises that one thing remain steady: contributions to your child’s education fund. Find out the importance of regular 529 contributions, even during an uneasy economic… Continue reading

 

A Valentine’s Day Gift That Keeps Giving — Spousal IRAs

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In this article for MarketWatch, Senior Director for Retirement and Investor Research at the Investment Company Institute Sarah Holden explores the benefits of a spousal IRA and reminds readers that it’s not too late to make the contribution count for… Continue reading

 

Inheritance? Here’s Why Not to Pay Off Your Mortgage

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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. Most folks think that they’re smarter than that.… Continue reading

 

5 Smart Investment Moves for Entrepreneurs

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In light of National Entrepreneurs’ Day recently, we at Rebalance salute all entrepreneurs for their innovation, creativity and hard work.  For those who are self-employed, consider the following  must-do investment moves. In this Entrepreneur Magazine article, contributor John Boitnott recommends… Continue reading

 

How to Rescue a Ghosted 401(k)

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Our very own Sally Brandon, Senior Vice President of Client Service and Advice, tells U.S. News & World Report how rolling it over into an individual retirement account (IRA) can provide tax benefits and boost your retirement savings. 7 Best… Continue reading

 
women investing

Women can — and should — take charge of their personal finances

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In her column for the Washington Post, Michelle Singletary regularly calls on women to take charge of their finances. And she has a valid point in doing so. Women are statistically going to be the sole money manager of their… Continue reading

 
401k retirement

The Basics of 401(k) Retirement Planning

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The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and… Continue reading

 
401k retirement

The Basics of 401(k) Retirement Planning

by

The history of the most common American retirement plan — the workplace 401(k) — is long, but the essential idea is simple. Save money today and lower your current income taxes. Put in pre-tax money while you are working and… Continue reading

 
financial planning

Financial Planning Is About Freedom From Worry

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I once had a client who asked me, point-blank: “Do I have enough money that I can fly business class the rest of my life?” So, we had a few discussions and I drew up her financial plan. The answer… Continue reading

 
    

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