According to a recent study, more than 60% of people don’t have an emergency fund set-up. This isn’t good news. Having an emergency fund is an important first step before starting to build wealth. An emergency fund is there for… Continue Reading
Seven Ways to Start the New Year Right
One: Set-up a folder at home and in your email box for 2014 tax statements. This will make it easy to gather all the information at tax time. Also, take a moment to look at each statement too to see… Continue Reading
Tips on Leasing a Car
Buying a car is one of the bigger purchases that you make. It’s different from other purchases because it’s a depreciating asset so it decreases in value each year. The worth of the average car decreases by 20% in the… Continue Reading
5 Good Times to be Budgeting
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
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The content on this post is for information purposes only and is not intended to provide individual tax or financial advice. Readers are advised to consult financial or tax professionals for specific information regarding your individual situation. Opinions expressed herein are solely those of Balance Financial Planning, LLC, unless otherwise specifically cited. The content is developed from sources believed to be providing accurate information.
Balance Financial Planning, LLC
5438 Shafter Avenue
Oakland, CA 94618
cheryl@balancefp.com
510.847.7432