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 […]