Mitch Tuchman, Managing Director of Rebalance, explains that charging just a half a percent on your assets allows clients to retire with more. Continue reading →

Sally Brandon, Vice President of Client Services, shares why it’s important for women to understand how their money is invested. Continue reading →

Scott Puritz, Managing Director of Rebalance, shares how to reassure a client when the market goes down. Continue reading →

This week on the Retire With More Show we were honored to have Paul Sullivan as our guest. Paul writes the Wealth Matters column for the New York Times and recently released his second book, The Thin Green Line: The Money Secrets of the Super Wealthy, published by one of the best publishers in the country, Simon… Continue reading →

Scott Puritz, Managing Director of Rebalance, discusses ways to successfully help clients achieve their retirement goals. Learn how to retire with more. transcript Scott Puritz: The key to successful retirement investing is to think about it as a marathon, a long-term endeavor. We help clients retire with more by providing them with low-cost proprietary portfolios, establishing the right plan that… Continue reading →

This week on the Retire With More Show we were joined by financial journalist and author Mark Miller. Mark is a retirement columnist for Reuters, Morningstar and AARP The Magazine and he is the Sunday Editor of the Chicago Sun-Times.  A nationally recognized expert on trends in retirement and aging, Mark helps bring some light to the… Continue reading →

Sally Brandon, Vice President of Client Services at Rebalance, discussses why it’s so important to have a financial advisor you can count on. Continue reading →

Scott Puritz, Managing Director of Rebalance, discussses how much emotion is wrapped up in retirement investing. Continue reading →

This week on the Retire With More Show my good friend, Harvard Business School classmate and business partner Scott Puritz joined us. Scott is Managing Director at Rebalance. One of the things he is passionate about, which he encounters quite a bit in his side of the business, is best practices among people as they… Continue reading →