Balanced Wealth Management

05/08/2026

🎥 Recording new episodes of Retire with Balance!

Great time in the studio with Rob Auclair, Will Herbert, and host Kristen Oakley discussing the financial topics that matter most to retirees and those planning for the future.

Catch Retire with Balance every Sunday on NBC at 11:30 AM for conversations focused on retirement planning, investing, and building confidence for the years ahead.

Stay tuned for more new episodes coming soon!

04/05/2026

04/01/2026

Go to www.balancedwealth.com/events to register for our upcoming Retirement Masterclass.

03/26/2026

At Balanced Wealth Management, we believe retirement planning should feel clear, intentional, and aligned with the life you want to live.

We invite you to join us for our upcoming Retirement Masterclass at the William Hall Library, an educational workshop designed to help you make thoughtful, informed decisions about your financial future.

📍 William Hall Library
1825 Broad St.
Cranston, RI 02905
🕕 6:00 PM - 7:00PM

During this session, we’ll walk through:
• How to create a sustainable, reliable retirement income
• Strategies to help preserve and thoughtfully grow your wealth
• Common pitfalls to avoid as you approach and move through retirement

Whether you’re nearing retirement or simply want to feel more confident about your long-term plan, this workshop is designed to provide clarity, structure, and guidance.

https://workshopsforretirement.com/workshop

We look forward to connecting with you.

Events Stay tuned for 2026 Workshop Schedule

03/25/2026

💡 How much of your retirement income will you actually keep?

It’s not just about what you’ve saved, it’s about what you keep after taxes.

Our branded Retirement Tax Calculator helps you:
✔️ Estimate your after-tax retirement income
✔️ Understand how Social Security, pensions, and withdrawals are taxed
✔️ Plan smarter withdrawal strategies to potentially reduce tax impact

A small shift in strategy today could mean significantly more income tomorrow.

👉 Try the calculator and see the difference for yourself.

03/20/2026

🌸 Happy Spring! 🌼

As everything around us starts fresh, it’s the perfect time to do a little spring cleaning—not just at home, but with your finances too.

🧹 Dust off your retirement plan
📊 Review your investments
🎯 Revisit your goal
💡 Make sure everything still aligns with the life you’re building

A seasonal reset can bring clarity, confidence, and renewed momentum for your financial future. Are you ready to refresh your retirement picture? 🌱

📞 Contact Balanced Wealth Management at 401.398.2000
🌐 Visit us at www.balancedwealth.com

03/18/2026

⏳ Less than one month until tax filing—have you reviewed your strategy?

🔍 A few quick areas to check before you file:
💼 Retirement contributions
📉 Tax-loss harvesting
🧾 Eligible deductions & credits
🏥 HSA contributions

💡 Small moves now can still make a difference.

✅ Be proactive—don’t leave savings on the table.
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03/11/2026

💡 When Should You Take Social Security? It’s One of the Most Important Retirement Decisions You’ll Make.

For many retirees, Social Security becomes a key source of guaranteed income. But deciding when to start benefits can significantly impact how much you receive over your lifetime.

Here are a few things to consider:

🔹 You can start as early as age 62
However, claiming early means your monthly benefit will be permanently reduced.

🔹 Your full retirement age matters
For most people today, full retirement age falls between 66 and 67. Claiming at this point allows you to receive 100% of your benefit.

🔹 Waiting can increase your benefit
If you delay claiming past full retirement age, your benefit increases by about 8% per year until age 70.

🔹 Your overall retirement plan should guide the decision
Factors like health, longevity expectations, income needs, taxes, and spousal benefits can all influence the right time to claim.

There’s no one-size-fits-all answer. The right Social Security strategy is the one that fits your broader retirement income plan and long-term goals.

📞 Contact us to schedule a Social Security Strategy Session.
We can help you evaluate your options and determine a claiming strategy that supports your retirement goals and long-term income plan.

☎️ Call: 401-398-2000
🌐 Visit: www.balancedwealth.com

📺 Watch our TV show: Retire with Balance — Sundays at 11:30 AM on NBC.

Your Future Deserves a well-balanced strategy Learn More Redefining Success Through A Legacy Of Integrity Robert Auclair has built his company with integrity and years of diligence, holding fast to the teachings of his father, a business professor at Providence College. During his teaching career, R...

03/06/2026

March is here — which means tax season is in full swing and spring is right around the corner.

It’s the perfect time to not only file your return, but to pause and look at the bigger financial picture.

Last-minute tax moves to consider before filing

Before you submit your return, it may be worth reviewing:

• IRA or HSA contributions that could still reduce taxable income
• Retirement plan contributions and employer matches
• Tax-loss harvesting opportunities
• Charitable contributions and proper documentation
• Withholding adjustments for the year ahead

Even small, strategic moves can make a meaningful difference.

Spring is also a natural time for a financial reset.

Just like we declutter our homes, this season is ideal for refreshing your financial plan:

✓ Review investment allocations
✓ Revisit savings and retirement goals
✓ Update beneficiaries and estate documents
✓ Evaluate cash flow and tax strategies for 2026

Tax season isn’t just about filing paperwork — it’s about planning proactively and making sure every piece of your financial life is working together.

If you haven’t scheduled your spring financial check-in yet, now is the perfect time.

03/03/2026

Lights. Camera. Retirement.

Kristin Oakley
Robert Auclair, CFP®
William B. Herbert

We’re proud to bring financial clarity to Sunday mornings with Retire with Balance, a wealth management show designed to help you plan confidently, retire intentionally, and stay informed in an ever-changing financial world.

Balanced Wealth Management is a small, family-owned firm rooted right here in our local community. We believe financial planning isn’t a drive-through visit, but a long-term relationship built on trust, thoughtful strategy, and personal guidance through every season of life.

Each week on Retire with Balance, we share practical insight, real-world strategies, and straightforward conversations to help you make informed decisions about your financial future. You may even find us having some fun! Check us out and give us a call.

📺 Airs on NBC Channel 10
🗓 Sundays at 11:30 AM

Because at Balanced Wealth Management, Your Future Deserves a Well-Balanced Strategy.