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Tailored Plans for Intentional Living

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

Forecast

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Understanding the SECURE Act

Understanding the SECURE Act

Explaining the SECURE Act and how the changes affect your retirement strategy.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

 

Insurance Needs Assessment: When You're Newly Married

Marriage changes everything, including your insurance needs.

What Do Your Taxes Pay For?

Here's a breakdown of how the federal government spends your tax money.

The Cost of Medical Care

Learn about the risks of not having health insurance in this informative article.

9 Facts About Social Security

There are things about Social Security that might surprise you.

How Will Working Affect Social Security Benefits?

Knowing the rules may help you decide when to start benefits.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Rightsizing for Retirement

What does your home really cost?

A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Stay Safe with a B.O.P. At Your Back

Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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