IT’S ABOUT MORE THAN JUST THE NUMBERS
We think enhancing and preserving your wealth for retirement is profoundly important, but so is taking the time to enjoy the journey. At Balance Wealth Partners, we help you build a financial plan that pursues both.
One size does not fit all, and neither does one plan for retirement. Our Tailored Retirement approach organizes and aligns your financial plan with your best life. We strive to empower successful people to envision their dreams, define their goals, and live intentionally towards their financial future.
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PERSONALIZED GUIDANCE
Today, more than ever, we believe you need experienced professionals that act in your best interest and help you plan for your short-term and long-term goals. We offer comprehensive financial planning that is tailored to meet your needs.
Helpful Content
A Penny Saved is Two Pennies Earned
Here are some simple and inexpensive energy-saving tips that may help you save money.
What Do Your Taxes Pay For?
Here's a breakdown of how the federal government spends your tax money.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Fallen Tree Damage—Who Pays?
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
The Lowdown on Those Free Credit Scores
What’s the deal with your yearly free credit report?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Medicare vs. Medicaid
The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Historical Inflation
This calculator shows how inflation over the years has impacted purchasing power.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.