A Balanced Approach to Insurance and Investing
Welcome to Financial Balance Group, a financial organization in Rockville, Maryland. We believe that the common approach to financial planning does not work. Instead of increasing risk by chasing a rate of return, we strive to help build your future by protecting what you have, and then use tried and true products and strategies to minimize taxes, risk, and enhance wealth.
Our professionals have decades of experience in helping you prepare for retirement, college planning, insurance planning, or just getting, and staying, financially organized so that you can make clear decisions.
We use uncommon techniques to show you how to protect what you have and grow your wealth.Learn More
Develop strategies that work for both your personal and business life.Learn More
Guidance to ensure a well-diversified tax advantaged portfolio that lasts throughout retirement.Learn More
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
2016 Tax Data You Should Know
Like it or not, taxes are part of life. Understanding them could help your tax-saving strategy.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
Here are some simple and inexpensive energy-saving tips that may help you save money.
At what point can you call a personal vehicle commercial?
Here are several important changes to Social Security that may impact how and when you can begin taking income benefits.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate your monthly and annual income from various IRA types.
This calculator may help you estimate how long funds may last given regular withdrawals.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Have you explored all your options when it comes to managing your taxable income?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Are Real Estate Investment Trusts right for your portfolio?
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Recent changes in estate tax laws could affect the strategy you have in place.