Are You Prepared to Be an Empty Nester?
As children prepare to leave home for college or embark on their own careers, parents are steadily moving toward a major transition of their own—becoming empty nesters. Whether raising a single child or a whole brood, transitioning from a full house to an empty one is a significant change that deserves thoughtful preparation to ease […]
Beat Investment Anxiety: How to Stay Calm in Volatile Markets
If you’re cautious about investing or hesitant to increase your commitment due to risk and fear, you’re not alone. Market fluctuations can cause anxiety, even for the most experienced investors. Seeing the value of your investments dip, even temporarily, can be unsettling, no matter the size of your portfolio or your financial expertise. A healthy […]
Overcoming Negativity Bias in Your Personal Finance Journey
If you’ve been feeling more pessimistic lately, you’re not alone. Even the most optimistic among us are noticing an air of doom and gloom. Many people feel the other shoe is about to drop, whether it’s the next pandemic, social unrest, political upheaval, supply chain disruption, or economic decline. The media constantly reminds us that […]
Essential Questions to Ask Your CPA for Smart Financial Management
Building a solid financial future involves more than managing your investments; it also requires a strong partnership with a certified public accountant (CPA). Your CPA can be a valuable advisor, offering insights and guidance on tax matters essential to your financial well-being. Open communication is key to making the most of this relationship. Whether you’re […]
Relocating for Family: A Parent’s Guide to Making the Right Choice
Becoming a parent fundamentally transforms how you view the world. Suddenly, your needs and desires are intertwined with what’s best for your child, steering your goals and priorities in new, often unexpected directions. This shift can feel both exhilarating and daunting, as every decision, particularly choosing where to live and raise your children, carries greater […]
Wellness and Wealth: Investing in Your Long-Term Health
It’s hard to contest the timeless adage that health is wealth. The importance of good health is universally acknowledged. Even dealing with something as common as a cold or the flu or as minor as a broken toe is a powerful reminder that life becomes considerably more challenging when you’re not in top form. It’s […]
Mastering the Basics of Money Management
Understanding the essentials of managing your finances is one of the most beneficial steps you can take for yourself and your loved ones. Many people believe that financial confidence only comes with wealth or pursuing financial independence. However, the truth is that financial anxiety spans all income levels, and true confidence is addressed through effective […]
Navigating Tax Season with Ease
Did tax season catch you off guard this year, or were you unhappy with what you owed? In this episode of The Rhode Show, Rob shares insights on organizing your tax papers and steps you can take now so you can stay on the right financial track all year long. Topics Discussed: Strategies for organizing […]
How to Prepare for Growing Healthcare Costs in Retirement
Planning for a rewarding retirement is an exciting goal, though it comes with its set of challenges. Increasingly, people wonder if they can secure the retirement lifestyle they once envisioned, particularly with the rise of healthcare expenses. These expenses, while significant, don’t have to be a roadblock to your dreams. With diligent planning and strategic […]
Optimizing Your Social Security Benefits
On this episode of Retire With Balance, financial planner Rob Auclair and host Kristin Oakley discuss Social Security and the complexities involved in deciding when to start claiming benefits. Tune in to learn how Social Security benefits are calculated, the impact of claiming benefits early, and the potential tax implications. Don’t miss out on this […]