Financial Planning Archive

The Rebalance Team is Improving Investing Literacy Across the U.S.
by Katherine CotterIn February the Rebalance team was able to illustrate our dedication to enhancing investing literacy throughout the United States. As thought leaders in the financial services industry, it is our mission to provide education to individuals and small businesses alike.… Continue reading

What You Need to Know for the 2023 Tax Season
by Scott PuritzThe 2023 tax season has evolved back to pre-pandemic times, sans any stimulus payments and pandemic tax breaks. The maximum amount that one can save in workplace retirement accounts has gone up… and tax brackets have changed. See below for… Continue reading

Year-End Tax Moves That Investors Should Consider
Smart financial investors don’t just think about stock market gains and losses. They also look for ways to balance their investment accounts in order to minimize the taxes they must pay. After all, more money in your account is more… Continue reading

Creating Your Ethical Will – Redefining Legacy
What is money, if not the means to secure a better, more fulfilling life? And how will you communicate to your heirs the importance of your carefully assembled resources? Legacy is about more than cash and property. It’s the transmission… Continue reading

Should I Start a Donor-Advised Fund?
by Sonja Breeding, CFP®It seems like everyone these days has started a foundation. There’s a reason for that. It’s easier than ever to create one and there are many incentives to go down that path, even with smaller amounts of money. The reason… Continue reading

Charitable Planning Essentials – A Smarter Way to Give
We all like the idea of giving back, especially when we feel grateful for the opportunities afforded us in life. That charitable impulse is powerful, and it is an impulse that can be amplified by harnessing simple, proven planning tools. … Continue reading

Let’s Talk About Aging – What We Can Plan For Today!
Aging is natural and normal. It’s just part of life! As we get older, however, it becomes increasingly important to consider how to age securely and safely, as you had intended. Join us for an illuminating conversation about how to… Continue reading

3 Questions Your Advisor Should Ask About Aging
by Sonja Breeding, CFP®When we’re young, retirement can feel like a far-off concept, more fantasy than reality. It’s in our middle years that the reality of aging and approaching retirement starts to hit home. By “home,” I mean your actual home, if you… Continue reading

What to Do with Inherited Money in a Volatile Market
by Sonja Breeding, CFP®The late John Bogle, the founder of Vanguard and for many decades the strongest proponent of common sense investing, had a wonderful way with words. By turning a phrase inside out he could change one’s perspective completely. During challenging markets… Continue reading