Scott Puritz

@Rebalance360 - Managing Director. Help clients grow their savings in a fast & safe way so they can be financially secure.

[Scott Puritz @ScottPuritz]

What a day we had earlier this week at #SchwabIMPACT where we received an award for our innovative approach to bringing world-class investment expertise & financial advice to investors. https://t.co/HvPY3l8bX6

[Scott Puritz @ScottPuritz]

It is great to see further evidence that investors should look to consistent, low-cost index investing for better long-run results.

https://t.co/oS60b2Ha2I

[Scott Puritz @ScottPuritz]

Hardship withdrawals from retirement accounts are on the rise. Along with rising credit card debt, this is a sign that Americans have been feeling financial pain from inflation. Read more in the blog post below.

https://t.co/TrblR5e79d

[Scott Puritz @ScottPuritz]

Be sure to read this new piece by my colleague, Sonja Breeding CFP® on potential solutions to the problem of making retirement work.

https://t.co/58EGPAKf1Y

[Scott Puritz @ScottPuritz]

Most people entering retirement would prefer to continue to collect a paycheck, much like when they worked for a living. In this latest blog post by Christie Whitney CFP®, she explains how to build a retirement paycheck.

https://t.co/Z9FkASJHMk

[Scott Puritz @ScottPuritz]

Dentists, be sure to join us today at 2pm ET. Earn a FREE CE credit in this CE course that is designed to help dental practice owners implement and manage a best-of-breed 401(k) plan.

Register below.

https://t.co/4nFBzmpShU

[Scott Puritz @ScottPuritz]

The number that should drive your retirement planning is not how much you have, but how much you expect to spend in retirement, including unexpected future expenses.

https://t.co/WafPVnyUwn

[Scott Puritz @ScottPuritz]

Dentists, be sure to join us on June 1 at 2pm ET. Earn a FREE CE credit in this CE course that will teach you how to reduce investment fees up to 50%, reduce investment risk, and potentially secure higher returns.

Register below.

https://t.co/qhx5U9HTnJ

[Scott Puritz @ScottPuritz]

Today is the day! Today at 2 pm ET / 11 am PT Rebalance is hosting an online seminar.

Join Rebalance Managing Director Mitch Tuchman as he explains the 5 key drivers of investing success in today's economy.

Register for the seminar here: https://t.co/rYgIw4iNbH

[Scott Puritz @ScottPuritz]

TOMORROW: Learn to better protect your savings from inflation. In this seminar you'll learn:

• Investing strategy for increasing savings with low risk
• Reality of hidden fees
• Questions to ask a financial advisor

Register here: https://t.co/rYgIw4iNbH

[Scott Puritz @ScottPuritz]

Next week: Learn how to secure your financial future at Rebalance's Investment Lecture.

Mitch Tuchman will share a science-driven approach to investing that is safer than the ones used by traditional Wall Street firms.

Register for the seminar here: https://t.co/rYgIw4iNbH

[Scott Puritz @ScottPuritz]

We at Rebalance are happy to announce the addition of Jordi Mullor as Vice President of Growth. His values and commitment to helping people grow and succeed perfectly align with our mission, which is to help people live well and retire with more.

https://t.co/4A6mNppaDg

[Scott Puritz @ScottPuritz]

The decision to go from working to fully retired is a big one, potentially fraught with uncertainty. And the last thing anyone wants is to go broke in retirement. Be sure to understand these 5 retirement busters and avoid them as best as possible.

https://t.co/rBdE1Bf5hF

[Scott Puritz @ScottPuritz]

Does inflation have you feeling concerned about your financial future? Join Rebalance Managing Director Mitch Tuchman on May 12, for his talk on Inflation and how to secure your financial future. Register below.

https://t.co/R0XJcEeiPf

[Scott Puritz @ScottPuritz]

Anyone on the edge of retirement understandably will find the next 12 months aggravating. Income from bonds won’t appear fast enough. Managing risk in a changing portfolio can be tricky.

https://t.co/cZW6gBgE9l

[Scott Puritz @ScottPuritz]

Mitch Tuchman reviews the first quarter of 2022 in this edition of the Rebalance Spring Market Review. He reveals how Warren Buffett thinks about the true value of investments during inevitable market setbacks. See the review in full below.

https://t.co/euJw0liMdd

[Scott Puritz @ScottPuritz]

If you aren't registered already, be sure to join me today as I show you how to make an informed decision about your investments during this educational webinar.

https://t.co/5wacL3bwM7

[Scott Puritz @ScottPuritz]

Congratulations to Rebalance's Vice President of Investment Advice, Sonja Breeding CFP®, who was recently featured in @AuthorityMgzine's 'Women Leading The Finance Industry.'

https://t.co/elcZ0cd9X5

[Scott Puritz @ScottPuritz]

Rebalance's Christie Whitney CFP®, has some great advice for female investors in this article for AARP. Make your money last will through your retirement years.

https://t.co/DVxHOE7xFX

[Scott Puritz @ScottPuritz]

Are you making the most of your savings? If not then be sure to join me for an education webinar on April 6. Register below.

https://t.co/M2kfOl4iYZ

[Scott Puritz @ScottPuritz]

Rebalance is pleased to announce the appointment of renowned financial leader Kristi Craig, CFA, to the Firm’s Investment Advisory Committee. Welcome Kristi!

https://t.co/uF3OerYoaH