Budgeting for most people just isn’t that fun. There are a few of us that get into tracking expenses, making spreadsheets, and trying out the latest budgeting software. But there’s a larger number that would rather just spend money without… Continue Reading
It can be hard to save for your child’s college education in addition to your own retirement funds. But if you can, one of the easiest and most cost-effective ways to save is a 529 plan. Here are the points… Continue Reading
If you’re like many people, you probably have another career path you would like to pursue instead of your current job. But you may be holding yourself back because you think you can’t afford to make the change. This is… Continue Reading
One of the benefits of having a financial plan is that you can see how little tweaks in your plan can have a big impact on how much you need to save for retirement. One important variable is how much… Continue Reading
Balance Financial Planning, LLC
5438 Shafter Avenue
Oakland, CA 94618
cheryl@balancefp.com
510.847.7432