Sally Brandon

Sally Brandon is the Senior Vice President of Client Service and Advice at Rebalance. She holds a B.A. from the University of California at Los Angeles and an M.B.A. from the University of Southern California. As a wife, mother and one of the senior members of the Rebalance team, she brings an intuitive understanding of the personal side of retirement saving. Sally began her investment career at MarketRiders, where she supported many of the company’s retirement-investor clients, who collectively have more than 10,000 portfolios and $4 billion on the platform. She is a registered Investment Representative and holds a Series 65 securities license.

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Plugging the Retirement Gender Gap At Work

Plugging the Investment Gender Gap At Work

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It’s an irony of life many financial planners see every day: women live longer, but they end up having less for retirement. The money has to stretch further and can sometimes run out. A big part of the problem is… Continue reading →

 
President Joe Biden signing executive orders

Change the 401(k) Tax Break? Why Keeping Tabs on Washington Matters

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Is your 401(k) plan ready for big changes? They could be coming. The Biden administration reportedly seeks a raft of adjustments to the longstanding private American retirement system. Some of these changes could be dramatic, such as getting rid of… Continue reading →

 

The Case for Hiring a 3(38) 401(k) Retirement Plan Advisor

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If you don’t feel that you have the in-depth financial knowledge necessary to manage your company’s 401(k) portfolio, you aren’t alone. According to a Charles Schwab survey, 52% of 401(k) plan managers indicated they don’t have the time, interest or… Continue reading →

 

Are Pooled Employer Plans Right For You?

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Brand new to the 401(k) marketplace as of January 1 2021, Pooled Employer Plans (commonly referred to as PEPs) are made possible thanks to the SECURE Act. PEPs allow unrelated employers to “pool” together, along with other employers (traditionally small… Continue reading →

 

Best Practices for Dealing with Missing 401(k) Participants

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Earlier this month, the Department of Labor released information designed to help fiduciaries meet their obligations to locate and distribute retirement benefits to “missing” and non-responsive participants. Included in one of the DOL documents, titled “Best Practices for Pension Plans”… Continue reading →

 

Your 401(k) is Still Likely to Have a Bumpy Ride After the Election

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Though 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

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While 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.

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There 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

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As 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 →