Balancing Life FP

Balancing Life FP We are a fee-only financial planning firm which means we act in your best interest. We are paid directly by you for planning services.

We offer services in tax preparation, debt reduction, retirement savings, and much more. Why work with Balancing Life? Fiduciary Responsibility - We are a fee-only financial planning firm which means we act in your best interest. We eliminate any conflicts of interest by not selling finanacial products of any kind. Transparency - There are no hidden fees. Fees are discussed and agreed upon before

entering any agreement. Personalization - No one plan is alike. We work together to build and develop a plan tailored to you. No investible assets required for financial planning - Our goal is to help you get your financial life in order so you can generate wealth. We believe financial planning should be available regardless of account size.

03/07/2023
The IRS announced adjustments for 2023, which address a few key areas:https://www.irs.gov/newsroom/irs-provides-tax-infl...
01/06/2023

The IRS announced adjustments for 2023, which address a few key areas:
https://www.irs.gov/newsroom/irs-provides-tax-inflation-adjustments-for-tax-year-2023.

What does that mean for you?

There are changes to capital gains tax rates, annual exclusion for gifts, estate tax exclusion, and more.

Have questions about the new rules? We are only a phone call or email away.

This material is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax professional before modifying your tax strategy. Or contact us as we also offer tax preparation services through www.oberfinancial.com

Whether you realize it or not, you’ve allocated your assets.
10/04/2022

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequence to their future financial security.

When was the last time you looked at the content of your portfolio? Steps to consider here.
08/18/2022

When was the last time you looked at the content of your portfolio? Steps to consider here.

Time and market performance may subtly and slowly imbalance your portfolio.

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful pi...
06/15/2022

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

Things to consider before retirement.

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Orange, CA
92867

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 5pm

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