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18 Years Worth of Days Bridging the Confidence Gap Tuning Your Social Security Benefit Saving for College 101

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.

Individual Planning

We use uncommon techniques to show you how to protect what you have and grow your wealth.

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Business Planning

Develop strategies that work for both your personal and business life.

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Investment Planning

Guidance to ensure a well-diversified tax advantaged portfolio that lasts throughout retirement.

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Helpful Content

Test Your Estate Strategy Knowledge

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

A Penny Saved is Two Pennies Earned

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.

 

Social Media: #NewestBusinessLiabilityRisk

Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.

More Than a Paycheck

Understanding the basics of disability income protection.

Problems with Probate

Probate can be a completely public process, or it can be managed to include as little information as possible.

Organizing Your Finances

Spark joy and become more confident by giving your finances the home organization treatment.

Benefits of Life Insurance

Discover the benefits whole life can provide during your different life stages.

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

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A Fruitful Retirement: Social Security Benefit

Taking your Social Security benefits at the right time may help maximize your benefit.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

Surprises

Making the most of surprises is a great reason to work with us.

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