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
Not Sure How to Invest? Start with Index Funds
Deciding how to invest can be a daunting task with all the alternatives out there. Luckily, investing has gotten easier with the widespread availability of index funds and exchange-traded funds. Index funds take less research and tend to be easier… Continue Reading
3 Ways to Strengthen Your Finances and Start Building Wealth
Whether you are just starting out with your first paycheck or you have been earning money for many years, it’s important to have your financial foundation strong so you can start building wealth. Below are three areas to strengthen and… 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