Balanced Wealth Management Recognized in Investment News’s Hot List
December 17th, 2024 – Rob Auclair, CFP®, of Balanced Wealth Management, has been recently honored with a place in the prestigious Investment News Hot List for 2024. According to Investment News, the annual list showcases the nation’s elite financial professionals, who are recognized not only for their professional excellence but also for their significant contributions […]
What You Should Know About Annuities
An annuity is a financial product that is primarily used as a guaranteed income stream in retirement. But before investing in annuities, it’s important to understand the pros and cons. In this video, Rob explains how annuities work and offers cautionary tales of costly missteps that can happen when choosing annuities for retirement. Topics Discussed: […]