Rob Auclair, CFP® @robcfp

Balancing Today’s Needs with Tomorrow’s Goals. Financial advisory firm serving pre-retirees and beyond. linktr.ee/BalancedWealth… East Greenwich, RI Joined September 2015

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Rob Auclair, CFP® @robcfp

2 months ago

New episodes being made!

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Passover has a way of bringing you back to what really matters. Sitting around the table. Talking, laughing, sometimes going off script a little. Those are the moments that stick. Chag Sameach, from all of us at Balanced Wealth Management

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Rob Auclair, CFP® @robcfp

4 months ago

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 - reserve your seat here: lnkd.in/eXW3fntT or scan below.

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Rob Auclair, CFP® @robcfp

4 months ago

🌸 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 🌐 Visit us at balancedwealth.com

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Rob Auclair, CFP® @robcfp

4 months ago

⏳ 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.

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Rob Auclair, CFP® @robcfp

4 months ago

💡 When Should You Take Social Security? It’s One of the Most Important Retirement Decisions You’ll Make. 📞 Contact us to schedule a Social Security Strategy Session. 401.398.2000 or balancedwealth.com

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Rob Auclair, CFP® @robcfp

5 months ago

Lights. Camera. Retirement. Watch Retire with Balance, Sunday mornings at 11:30am on NBC 10!

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Rob Auclair, CFP® @robcfp

5 months ago

We’re excited to share that Cynthia DeFazio will be filling in for Kristen Oakley as host of Retire with Balance! Be sure to tune in every Sunday at 11:30 AM on NBC 10 to catch the latest episode.

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Rob Auclair, CFP® @robcfp

5 months ago

Rob Auclair and Will Herbert are back in the studio! 🎥They recently taped six brand-new episodes of Retire with Balance, airing every Sunday at 11:30am on Channel 10.

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Rob Auclair, CFP® @robcfp

5 months ago

Please check out the next Workshops for Retirement. 🎓 Join us for a free Estate & Legacy Planning Workshop 📅 February 26, 2026 📍 North Kingstown Library ⏰ 6:00 PM – 7:00 PM Register at balancedwealth.com/events or use the link below.

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Rob Auclair, CFP® @robcfp

5 months ago

Are YOU ready to retire? It's a simple question!

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Rob Auclair, CFP® @robcfp

6 months ago

fidelity.com/learning-cente…

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Rob Auclair, CFP® @robcfp

6 months ago

#educate #workshop #estateplanning #Legacy

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Rob Auclair, CFP® @robcfp

6 months ago

A 𝐯𝐢𝐬𝐢𝐨𝐧 𝐛𝐨𝐚𝐫𝐝 isn’t just creative—it’s a powerful planning tool. A TD Bank study shows users are x2 as confident in reaching their goals. As you shape your 2026 vision, include your financial goals too. Clear intentions today help build the future you’re aiming for.

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Rob Auclair, CFP® @robcfp

6 months ago

𝐆𝐨𝐨𝐝 𝐧𝐞𝐰𝐬 𝐟𝐨𝐫 𝐆𝐞𝐧 𝐗. If you are behind on retirement savings, working a few more weeks or months can meaningfully improve your outlook. Vanguard experts say this simple step can be as powerful as years of increased saving. Read more: rethinking65.com/vanguard-worki…

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Rob Auclair, CFP® @robcfp

6 months ago

Traditional 401(k)s, IRAs, and pensions are shared with the IRS — and when you withdraw, they’ll be waiting for their cut. 𝐖𝐚𝐧𝐭 𝐭𝐨 𝐬𝐞𝐞 𝐡𝐨𝐰 𝐦𝐮𝐜𝐡 𝐲𝐨𝐮 𝐦𝐢𝐠𝐡𝐭 𝐨𝐰𝐞? Scan the QR code or click the link to use our simple tax calculator: balancedwealth.retirementreadytest.com/tax-analysis

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Rob Auclair, CFP® @robcfp

7 months ago

𝐒𝐭𝐚𝐫𝐭𝐢𝐧𝐠 𝐭𝐡𝐞 𝐲𝐞𝐚𝐫 𝐬𝐭𝐫𝐨𝐧𝐠? If early retirement in 2026 is your goal, now’s the time to kick off the month-by-month plan to get you there. The countdown starts today. Read more: kiplinger.com/retirement/ret…

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Rob Auclair, CFP® @robcfp

7 months ago

With the New Year underway, we’re excited to reintroduce 𝐑𝐨𝐛 — founder & managing partner, strategist, and people-first leader. With decades of experience, he helps clients achieve their life & financial goals with integrity, innovation, and heart.

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Rob Auclair, CFP® @robcfp

7 months ago

Our 1st workshop of 2026 is coming soon! Join us January 21st for an in-person estate planning session covering wills, trusts, probate, beneficiaries, POAs, healthcare directives, and more. Central Library, Cranston, RI 5:45 PM arrival | 6:00 PM workshop Registration coming soon

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Rob Auclair, CFP® @robcfp

7 months ago

Retirees are getting a triple tax break in 2026. Higher standard deductions, an increased age-65 deduction, and a new limited-time bonus deduction could all help lower your tax bill. A little planning now can mean more money in your pocket later. Source: kiplinger.com/taxes/tax-plan…