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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.

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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 when they retire to escape the cold winters. In this chapter, Rob talks about the issues snowbirds face that you may not have considered, such as family and travel, taxes, health insurance, and cash flow. 

Credit

Many people do not think credit is part of financial planning, but it is. In this chapter, Rob discusses the importance of having good credit, how bad credit affects your finances, and how to calculate your FICO score. 

 

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.

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

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