Secure Your Family’s Future with Estate Planning
Rob recently appeared on The Rhode Show to talk about the importance of estate planning. Watch this video to learn about why people tend to avoid estate planning and why it’s important to take care of it anyway. Topics Discussed: Balanced Wealth Management’s Value Add to Our Clients Importance of Financial Literacy for Future Generations […]
How to Make Your Staycation Feel Like a Vacation
With summer coming up, you’re probably looking forward to some well-deserved time off or adding a little excitement to the months ahead. Most people seek out more fun, relaxation, or adventure in the summertime, which often means taking a vacation. But you don’t have to lug your suitcase around to enjoy the sunny season or […]
Revisiting Your Beneficiary Designation
When was the last time you updated your beneficiary designations on your various retirement and insurance accounts? If you’re like most people, you added beneficiaries when you filled out the paperwork to open the account and haven’t revisited the designations since that time. While you might mistakenly think of this as a ‘set it and […]
What Every Parent Should Know About Buying Their Teenager a Car
Deciding whether or not to purchase a car for your teenager can be daunting; there’s a lot to consider. On the one hand, giving your child the gift of their first car is an opportunity to provide a newfound sense of independence while instilling responsibility and creating more freedom and flexibility for your family. However, […]
6 Strategies to Reduce Your Taxable Income and Potentially Lower Your Tax Bill
Each year, as tax season approaches, hard-working Americans search for ways to reduce their taxable income and lower their tax bill. Those in higher income brackets often feel particularly hard hit as a big tax bill can seem like a penalty for success. However, by working with us and your tax professional, it’s possible to […]
Balanced Wealth Management to Expand Their Retirement Plan Solutions for Small Businesses
Balanced Wealth Management Is Excited to Announce Their Expansion and Increased Focus On Offering Local Businesses Retirement Plan Solutions East Greenwich, RI – Led by Jessica Smith, Director of Operations, and Investment Advisor Representative, Balanced Wealth Management is excited to announce their expansion and increased focus on offering local businesses personalized, cost-effective retirement plan solutions […]
Word of the Day: Grateful
In this Word of the Day segment of Successful Living, Rob talks about the word “grateful” and answers the questions “How does being grateful benefit us” and “How can we learn to express more gratitude both to others and ourselves?” Topics Discussed: Definition of grateful Benefits of being grateful How to become more grateful […]
A Shift in the Rhode Island Real Estate Market
Mortgage interest rates are higher than they have been in years, but the inventory of available homes in Rhode Island is still low. Expert Chad Kritzas from HomeSmart Real Estate joins Rob to talk about how the Rhode Island real estate market is shifting. Topics Discussed: Stats on current home inventory and prices How the […]
Tax Deferral Investments
A great way to build wealth is through tax deferral, whether with an IRA, 401(k), or annuity. In this episode of Successful Living, Rob explains the upsides and downsides of various tax-deferred investment options, and he also answers a viewer’s question about the advantages of choosing an annuity within an IRA. Topics Discussed: Traditional 401(k) […]
Word of the Day: Ambitious
In this Word of the Day video, Rob Auclair talks about what it means to be ambitious, the benefits of being ambitious, and how to become more ambitious. Topics Discussed: Why age is not a barrier to being ambitious Benefits of being ambitious How to become more ambitious The opinions voiced in this material […]