Blog Archive

A retired couple enjoying the sunset while on a boat

Make Sure Your Money Lasts Through Retirement


Thousands of people retire every day, either stepping away from long-term careers or downshifting into either full retirement, a second act that pays less, perhaps a fledgling business idea, or a passion project that pays nothing at all. Retirement is… Continue reading

Nest Eggs in Buckets

How to Build a Retirement Paycheck


Most people entering retirement naturally would prefer to continue to collect a paycheck, much like when they worked for a living.  That regular income is likely to come from Social Security, a pension if you have one, as well as… Continue reading


Mitch Tuchman Explains the 5 Drivers of Investment Success


The overwhelming message from Wall Street about investing is that it’s complex and hard to understand. And sure, the underlying mechanics of trading can be obtuse. There’s a reason people get advanced degrees in finance. All of that matters if… Continue reading


Smart Investors Take These Five Steps Before Retiring


Are you confident in your own retirement planning? Probably not, according to new data from the Employee Benefit Research Institute. Just 18% of Americans — less than one in five — say they are “very confident” in their ability to… Continue reading

Man and woman reviewing their retirement plan

5 Ways You Could Go Broke in Retirement


The decision to go from working to fully retired is a big one, potentially fraught with uncertainty. And the last thing anyone wants is to go broke in retirement. After all, you have to go from making, spending, and saving… Continue reading

Deciding when to retire during inflation can be scary

Help! I’m About to Retire and Inflation Scares Me


Picking a date to retire is a big decision, even in the best of times. What does one do in an environment of rapidly rising inflationary pressures? After all, being retired means living on an income that is likely to… Continue reading

A woman wondering if she has saved enough for retirement

Have I Saved Enough for Retirement Yet?


For many folks, retirement planning comes down to their personal “number,” the savings level at which you can leave work behind and relax in a folding chair on a beach. That milestone number for many of us seems to be… Continue reading

Rebalance Webinar Series - Investing 101

Join Scott Puritz for an Enlightening Conversation About Your Money


Investing for your long-term goals is not rocket science. There really are just a few fundamental choices to make, choices that over time lead to better investment returns. What’s more, you can get those returns without all the jumpiness and… Continue reading

ukraine war and your portfolio

The Ukraine War and Your Portfolio


“Never bet on the end of the world, it only happens once and the odds are long.” — Unknown  “The way to make money in the market is not by timing the market but by your time in the market.” — Unknown … Continue reading