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
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Should You Borrow from Your 401(k)?
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Five creative (and inexpensive) ideas for motivating your employees.
One way to find money is to examine your current spending habits and eliminate money wasters.
How to lower your risk of chronic illness
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
Financial acronyms you should know.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how long your retirement savings may last using various monthly cash flow rates.
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
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Have you found yourself suddenly single? Here are 3 steps to take right now.
When should you take your Social Security benefit?
What are your options for investing in emerging markets?
The decision whether to buy or rent a home may have long-term implications.