It’s the holiday season and that often means families are gathering together from far and wide. These holiday gatherings might be the perfect opportunity to have a family money discussion that helps to lay the groundwork for conversations. This Kiplinger’s… Continue reading →

The month of November marks Alzheimer’s Awareness Month. If you know or have a loved one suffering from Alzheimer’s, it’s critical to ensure not only their physical and emotional health but also their financial security. A new Georgetown University Medical… Continue reading →

National Savings Day was October 12 and according to this Money Magazine article, the number of 401(k) millionaires saving for retirement reached an all-time high. Do You Have $1 Million in Your 401(k) Yet? The Number of People Who Do… Continue reading →

It’s one of those statistics that is both surprising and, well, not surprising. Baby Boomers, the generation that led the charge into no-fault divorces in the 1970s and 1980s, continue to lead other age groups in divorce into their retirement… Continue reading →

Unexpected money is great, like finding a crisp $20 in a coat pocket or when an older relative snail-mails you a check because it’s Christmas and they have no idea what to get you. Windfalls on the lower end of… Continue reading →

Twinkling lights, travel planning, and endless emails promoting “see it to believe it” sales can only mean one thing – it’s the holiday season! Each year it seems that once a chill is in the air, companies begin to ramp… Continue reading →

Wishing you had put more into a tax-free Roth IRA? You might just get your chance if you aim to hit the Roth IRA “sweet spot.” Roth IRAs are increasingly popular. About a third of retirement investors own them, according… Continue reading →

Sometimes in life, if you are lucky, there is a moment when all of the pieces come together–personally and professionally. For me, joining Rebalance has been one of those times when a new challenge and opportunity showed up at just… Continue reading →