How Much to Save for College

How Much to Save for College

How much should we be saving for college is a question many parents ask. After saving for retirement, this is often the second goal on their list. The numbers below provide an estimate for parents saving for college. Current Cost of… Continue Reading

Buying Happiness

Buying Happiness

An outing last week reminded me of how to best use money to buy happiness. It’s something all of us want, but we often have trouble figuring out how to achieve it. The event that reminded me was taking my… Continue Reading

When Does A Roth IRA Conversion Make Sense

When Does A Roth IRA Conversion Make Sense

Converting your traditional IRA to a Roth IRA can be a great retirement planning strategy but it’s not the right move for everyone. Here are the things to consider before making the move. Compare Your Tax Rates The number one… Continue Reading

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Balance Financial Planning, LLC

5438 Shafter Avenue

Oakland, CA 94618

cheryl@balancefp.com

510.847.7432