• Home
  • About
  • Services
  • Resources
  • Insights
  • Client Access
  • Contact
  • Skip to main content
Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management | Financial Planner East Greenwich, RI

Balanced Wealth Management partners with pre-retirees in East Greenwich, RI, putting you and your future first to help you achieve a successful retirement.

Find Out How We Can Help
  • Home
  • About
  • Services
  • Resources
  • Insights
  • Client Access
  • Contact

Financial Planning for Snowbirds

Are you a retiree considering buying or renting a second home to spend your winters in some warmer weather? In this video, Rob talks about what you need to know before you commit to moving south.

Topics Discussed:

  • How important is location?
  • Should you buy or rent?
  • Is the house for business or pleasure?
  • What legal issues are there to consider?

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. While our best intentions are to provide accurate and timely information, you should always consult with retirement, tax, and legal professionals prior to taking any action.

Subscribe now to receive Rob's latest video segments directly to your email inbox.

Get in Touch

378 Main Street Suite 105
East Greenwich, RI 02818
401-398-2000
rauclair@balancedwealth.com

© 2025 Balanced Wealth Management

Disclosure | Terms of Use

Quick Links

  • Introductory Consultation
  • Client Access
  • Table of Fees