Sally Brandon

Learn more about why we were recognized as a 2018 Pacesetter by @Schwab4RIAs. #SchwabImpact bit.ly/RebalanceImpac…

Having an emergency savings account is critical and makes it far less likely that you'll tap into retirement accounts in times of need. Read more in the blog post below. ow.ly/Ai9750MpBSf

Every new retiree faces a real question: Now that I’ve given up a steady income, will my savings last? The financial industry offers a number of solutions to the problem of making retirement work, so let's consider the pros and cons of a few. ow.ly/hniS50JozI7

One day, retirement is at hand. Your money has grown into an impressive amount, but there it sits. So how do you turn your nest egg into a check upon which you can rely for decades to come? ow.ly/WIIo50JkhAT

The retirement milestone number for many of us seems to be $1 million. In fact, the number that should drive your retirement planning is not how much you have but how much you expect to spend in retirement, including unexpected future expenses. ow.ly/7jaR50JkhqQ

Dentists, be sure to join us on June 1 at 2pm ET. Earn a FREE CE credit in this CE course that will teach you how to reduce investment fees up to 50%, reduce investment risk, and potentially secure higher returns. Register below. ow.ly/cnRw50J8lRV

Today is the day! Today at 2 pm ET / 11 am PT Rebalance is hosting an online seminar.   Join Rebalance Managing Director Mitch Tuchman as he explains the 5 key drivers of investing success in today's economy.   Register for the seminar here: bit.ly/3LEo3Aj

TOMORROW: Learn to better protect your savings from inflation. In this seminar you'll learn: • Investing strategy for increasing savings with low risk • Reality of hidden fees • Questions to ask a financial advisor Register here: bit.ly/3LEo3Aj

Next week: Learn how to secure your financial future at Rebalance's Investment Lecture.   Mitch Tuchman will share a science-driven approach to investing that is safer than the ones used by traditional Wall Street firms.   Register for the seminar here: bit.ly/3LEo3Aj

Great news on the addition of Jordi Mullor to the Rebalance team, as Vice President of Growth. ow.ly/vhr950IYEev

Deciding to retire is a big decision and the last thing anyone wants is to go broke in retirement. Luckily, my colleague Christie Whitney, CFP® has put together a list of 5 potential retirement busters, and how to avoid them. ow.ly/f9PQ50IXr70

Does inflation have you feeling concerned about your financial future? Join Rebalance Managing Director Mitch Tuchman on May 12, for his talk on Inflation and how to secure your financial future. Register below. ow.ly/IYZR50IURhT

Picking a date to retire is a big decision in the best of times. The good news is that you have more control over your situation than you might guess, and even the gray cloud of rising inflation has a silver lining when it comes to investing. ow.ly/wclU50ISYsn

Mitch Tuchman reviews the first quarter of 2022 in this edition of the Rebalance Spring Market Review. He reveals how Warren Buffett thinks about the true value of investments during inevitable market setbacks. See the review in full below. ow.ly/1Oat50IQQw4

Our very own Vice President of Investment Advice, Sonja Breeding CFP®, was recently featured in @AuthorityMgzine's 'Women Leading The Finance Industry.' medium.com/authority-maga…

Even before inflation soared to 7.5 percent in January, longevity was a real risk to women’s retirement savings. Rebalance's Christie Whitney CFP® has some great advice in this article for AARP. Be sure to check it out. ow.ly/Tp5i50IxMMg

Are you making the most of your savings? If not, be sure to join my colleague and financial expert, Scott Puritz, for his webinar on April 6. Register below. ow.ly/hqRy50IrM3c

"Rebalance is pleased to announce the appointment of renowned financial leader Kristi Craig, CFA, to the Firm’s Investment Advisory Committee." ow.ly/bMus50I2N00

Join Christie Whitney's Financial Planning Webinar on February 23rd, from 2PM EST / 11AM PST. Christie guides attendees through key financial planning basics, and the life-changing effects a good financial plan provides. Sign up below! ow.ly/Muxi50HV4q5

Making a commitment to your retirement goals requires getting your financial life in order today. That means writing down a financial plan. Putting pen to paper is the magic that makes a vague commitment concrete and leads to decisions and action. ow.ly/c5kk50HV4kP

This fantastic piece by my colleague Christie Whitney is essential reading for anyone who has left their 401(k) at their previous place of employment. ow.ly/QvWk50HV2RN