401k retirement

The Basics of 401(k) Retirement Planning


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


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


The Myth of Steady Retirement Spending, and Why Reality May Cost Less


Do you know how much money you will need in retirement? That is the question Peter Finch poses in his recent piece for the New York Times. The sad truth is that many people have miscalculated their retirement needs. I… Continue reading


Back to School: 5 Resources for Financial Education


It’s that time again. The weather is starting to cool, and the long hazy days of summer are winding down as kids (and adults alike) retreat to the classroom. While the back to school focus is typically on children, have… Continue reading

christie whitney

A Financial Advisor Cares About Your Financial Health


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. Every primary practice doctor has this experience. The… Continue reading


Rebalance’s Gift Guide for the Smart Investor


Every year, companies come out with their “ultimate gift guide” for the husband / wife / daughter / tech geek, etc. Seemingly missing from this never-ending list of must-haves is one that caters specifically to the motivated retirement investor. Sure,… Continue reading

Wall Street Journal Paying for College

Five Common Mistakes People Make When Paying for College


In her recent Wall Street Journal column, Chana R. Schoenberger details the many pitfalls that families with college-bound children face, and the simple steps you can take to prevent and/or remedy these mistakes. Read the article, in full, below. As the school… Continue reading


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