Kathleen Kalu-Anderson, Author at Rebalance

Kathleen Kalu-Anderson

Kathleen is first generation Filipino-American. As the oldest daughter of immigrants who came to the United States from the Philippines, she firmly believes that everyone should have access to great investment resources, regardless of their financial background. Kathleen’s goal is to give Rebalance clients the opportunity to approach their investments with confidence, knowing that their assets will continue to work for them.

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Hit The Roth IRA Sweet Spot And Retire With More

by Kathleen Kalu-Anderson

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 →

Paying it Forward: Embracing Life as an Advisor, Mom, & First Generation Filipino-American

by Kathleen Kalu-Anderson

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 →