Retiring Before 65? Make Sure to Know Your Healthcare Options

Navigating healthcare options for early retirement can be complex. From exploring employer coverage to understanding ACA marketplace plans, Gail MarksJarvis provides guidance in the Wall Street Journal article below for securing healthcare coverage before reaching Medicare eligibility at age 65. Retiring Before 65? Make Sure to Know Your Healthcare Options by Gail MarksJarvis, February 3,… Continue reading

 

How to Protect Yourself from Cyber Theft

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Cyber theft is a serious global issue that affects all industries and people. In recent years, as new apps and programs have evolved, this has become even more prevalent, especially within the financial services world. There are a variety of imposter scams that we would like to bring to your attention, so that you can… Continue reading

 
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 the retirement gender gap. We often hear about the “gender gap” in terms of pay… 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. It’s a difficult time to plan logically and efficiently on many fronts. In terms of… 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. It’s a difficult time to plan logically and efficiently on many fronts. In terms of… Continue reading

 

What Retirement Investors Should Know About the SECURE Act

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Congress at long last has taken action to offset the dismal retirement outlook for Americans, passing the SECURE Act with bipartisan support. There is a lot going on in the legislation (1,773 pages!), such as making it far easier for more Americans to qualify to use 401(k) plans by expanding cost-effective plans to small employers.… Continue reading

 

We’re Smart, Capable and Amassing Vast Wealth. So, Why Aren’t We Taking Control of Our Finances?

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I’m guilty. There, I said it. And, it feels great to confess.  I am among the millions of women, globally and across generations, who fall into a distinct category—highly-educated, affluent married women, widows or divorcees who defer significant financial decisions to their spouses or partners. Admittedly, the reassuring news is that I’m in excellent company. … Continue reading

 
divorce after 50

Divorce After 50: Surprising Changes When It Comes To Taxes

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It’s one of those statistics that is both surprising and, well, not surprising. Baby Boomers, the generation that led the charge into no-fault divorces in the 1970s and 1980s, continue to lead other age groups in divorce into their retirement years. In fact, boomer divorce rates are speeding up. A recent Pew research study found… Continue reading

 

An Entrepreneur’s Guide to Financial Success

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This Sunday’s Washington Post shared something I’ve long known…namely that my partners Scott Puritz and Mitch Tuchman are world-class human beings. The Post profiled Scott to share his entrepreneurial spirit and how Rebalance came to be. And what an exciting story it is! Rebalance was born out of a desire to help investors save and… Continue reading