Balanced Wealth Group

01/02/2025

We are hiring at Balanced Wealth Group for a Paraplanner role, in Westlake, Oh. We are seeking a professional who is interested in Financial Planning & Client Service, likes working in a team environment, and has excellent communication skills. If you or someone you know is interested, please contact Michelle Taylor directly at [email protected].

08/30/2023

DID YOU KNOW????

According to CNBC, retirees can increase the size of their monthly Social Security benefit by up to 76% by waiting until age 70 vs age 62. Despite 72% of working investors being aware of this, only 10% plan to wait until age 70.

08/29/2023

With the recent stock gains, investors may be wondering if they should be positioning their portfolios differently today. Reach out to us if you’d like to connect on your specific situation.

How long the momentum continues may depend on these factors.

08/28/2023

It’s time! Talking about prices with kids during back-to-school shopping can teach them valuable lessons about the cost of goods and budgeting.

08/28/2023

LEADERSHIP:

Have you ever heard the quote "Certainty is the Enemy of Growth", by Mark Manson? It is important not to be too certain, or close minded when working with successful teams. The best progress and growth come when we move outside of our comfort zones, embrace different perspectives, and explore opportunities.

08/25/2023

Money stresses is one reason people can lose sleep at night. That's why employers are alleviating financial worries by including financial wellness as a benefit to their employees. Financial wellness programs help improve employee's finances and provides training, tools, resources, and financial planning perks. Reach out if you want to learn more on how to bring financial wellness to your company.

08/25/2023

DID YOU KNOW???

According to an AAA study, in the four weeks following July 4th, the
national average price of a gallon of gas increased by 8%. This compares
to an average decline over that time span each year since 2005.

08/24/2023

Surprise! Some home improvement projects may not be as attractive to future buyers as you may think.

08/24/2023

As a financial advisor, our job is to be the quarterback. This means not only are we helping you “run your offense” but we are also collaborating with the other parts of your financial life. This includes working with your accountant, estate planning attorney, insurance agents, etc. to make sure every part of your financial life is in sync and there are no missing pieces.

08/23/2023

Retirement planning isn’t only for those close to or in retirement. No matter your age or stage, we can provide advice to help you get one step closer your end-goal.

Feel confident about living out your retirement dreams with these seven essential financial tips for every age.

08/23/2023

Budgeting for a baby? Here’s how much you might need to save.

Some figures put the price of parenthood as high as $310,000, but as the saying goes, your mileage may vary.

08/22/2023

With the right plan in place and personalized financial advice, achieving both milestone financial goals is within reach. If you need help in this area, know that our team can help you strike the right balance.

3 simple steps for balancing two of life’s most significant financial goals