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
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
With rents rapidly increasing in many areas, now is a good to think about whether it makes more sense to buy or rent your home. A recent study by Zillow reported that the median rents in many areas are increasing… Continue Reading
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
Balance Financial Planning, LLC
5438 Shafter Avenue
Oakland, CA 94618
cheryl@balancefp.com
510.847.7432