
Your 401(k) is Still Likely to Have a Bumpy Ride After the Election
by Sally BrandonThough the election may be over, it might only be the beginning of stock market volatility affecting your 401(k). At Rebalance, we anticipate short-term volatility and ensure client portfolios are hardened to withstand temporary bumps along the way. As always,… Continue reading

The correct way to early withdrawal from you retirement account
by Sally BrandonWhile it is never ideal to tap into a retirement account early, the COVID-19 pandemic has lead to unprecedented circumstances, wherein many families have no choice but to do so. I spoke with Paul Brandus at MarketWatch about how investors… Continue reading

COVID-19 & Retirement: What to Consider.
by Sally BrandonThere is a lot of stress and uncertainty surrounding the ever-present COVID-19 crisis. So many unknowns still surround coronavirus, many of which are forcing senior workers to reconsider their retirement date. For some, the very notion of returning to an… Continue reading

Everything You Need To Know About the CARES & SECURE Acts
by Sally BrandonAs we enter the next few weeks of the ongoing COVID-19 pandemic the headlines are sure to disorient and worry us all. Federal, state and local responses will unfurl in real time with varying degrees of effectiveness, further confusing matters.… Continue reading

Everything You Need To Know About the CARES & SECURE Acts
by Sally BrandonAs we enter the next few weeks of the ongoing COVID-19 pandemic the headlines are sure to disorient and worry us all. Federal, state and local responses will unfurl in real time with varying degrees of effectiveness, further confusing matters.… Continue reading

What Retirement Investors Should Know About the SECURE Act
by Sally BrandonCongress at long last has taken action to offset the dismal retirement outlook for Americans, passing the SECURE Act with bipartisan support. There is a lot going on in the legislation (1,773 pages!), such as making it far easier for… Continue reading

Beware These Stealth Expenses In Retirement Planning
by Sally BrandonThis week is National Retirement Security Week. Have you considered lesser-known expenses such as household replacement costs, relatives in need and required IRA distributions? Often, these are forgotten about until deadlines or needs push us to act. In this piece… Continue reading

Identifying Another Gulf for Women: Financial Literacy
by Sally BrandonIn this piece for the Wall Street Journal, journalist Lauren Silva Laughlin reports on the modern gender gap that exists today for many women around financial literacy. At Rebalance, our firm is proud to be a female-majority team, and we… Continue reading

An Entrepreneur’s Guide to Financial Success
by Sally BrandonThis Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting… Continue reading