The Art of Legacy Planning
Estate planning is crucial in securing your family’s future, but it can often feel daunting. This episode of Retire with Balance breaks down the complex process into manageable steps, covering everything from trusts to beneficiary designations. Get empowered to take control of your estate planning with practical tips from Balanced Wealth Management’s Rob Auclair. Estate […]
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 […]
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 […]
How to Prepare for Estate Planning With Confidence
Estate Planning Estate planning may not be a fun topic, but it’s important, and everyone should know the basics of an estate plan. In this chapter, Rob discusses revocable and irrevocable trusts, the purpose of a will, and the role a financial planner plays in the estate planning process. Snowbirds Many New Englanders move south […]
Estate Planning
Estate planning can be very overwhelming. In this video, Rob and estate planning expert Bridget Mullaney discuss estate planning, asset management, and what your options are. Topics Discussed: What is a revocable trust? What is asset management? Is a trust right for you? Probate avoidance The opinions voiced in this material are for general information […]