Life Money Balance® Blog
Weekly easy-going personal finance videos, podcasts, and articles with actionable insights to create the life you envision. Let your life lead your money.
Financial Planning for Entrepreneurs: How to Build a Tax-Efficient Retirement
It’s no secret that entrepreneurs face unique challenges when planning for retirement. Unlike traditional employees who often have access to employer-sponsored plans, business owners must…
Creating a Life You Love Without the Money Stress
When our team members sit down with clients, a recurring desire that we hear from them is that they want to balance their financial goals…
Money Personalities for Financial Planning
When it comes to taking charge of your relationship with money, you’ve probably heard the common — yet, sound — advice to focus on establishing…
When Does Cash Value Life Insurance Fit Into Your Asset Protection Strategy?
When most people think about life insurance, they think of it purely as a safety net — a way to provide for loved ones in…
The Benefits of Financial Therapy: A Holistic Approach to Money and Mental Health
Money is much more than a practical tool used to buy the things you need; it’s deeply tied to our emotions, beliefs, and personal experiences.…
The Countdown to Retirement: What Gen X-ers Should Check Off Before Year-End
As the year winds down, it’s a perfect time to reflect on your progress and look ahead to what’s next. For those in Gen X…
How to Use Portfolio Concentration to Level Up Your Overall Financial Plan
When it comes to building wealth, we each come with our own set of goals and challenges. For some, investing in individual stocks is a…
How to Retire Comfortably: Essential Financial and Emotional Tips for a Joyful Retirement
After working your whole life to reach your golden years — your retirement — the last thing you want is to cross the finish line…
How Much Do You Need to Retire? Balancing Income, Risk, and Lifestyle
As you wind down into your golden years, you’ve likely been battling with the question of “How much do I need?” before you feel prepared…
What is Comprehensive Financial Planning? What You Need to Know
In today’s ever-evolving financial landscape, it can be difficult to stay on top of the trends and techniques that can help you build a sustainable…
Explore Your Options: 9 Investment Alternatives that You Should Know About
By now, you likely understand that you need to be investing to grow your wealth. Your money needs to be working for you. However, do…
What is the Best Small Business Retirement Plan for YOU?
When you run your own business, your days are filled with planning for your business’s future, ensuring you have an actionable plan that secures business…
Are YOU Retirement Ready? Health Insurance and Long-Term Care Insurance for Retirement
As retirement age inches closer and closer, you’re probably thinking about your retirement plans. You want to make sure you have enough money to cover…
Buying vs. Renting a Home: What Gen X Needs to Know in 2024
As Generation X members approach retirement, the question of housing in retirement becomes much more significant than ever before. With many Gen X-ers looking to…
Start Smart: 4 Accounts That Your Young Child Should Have
As a parent or grandparent, it can be a colossal task to save money for children and teach them about financial principles from a young…
Sudden Wealth Advice: 7 Fundamental Tips for the Suddenly Wealthy
Effectively managing your money – especially when it comes to large balances – takes diligent planning and strategic movement. We always hear the financial advice…
5 Financial Planning Tips for High-Income Gen Xers (2024)
Every generation has its own set of challenges when it comes to its financial future, but for Generation X financial planning, the stakes are uniquely…
Your “AAA (Aha) Moment!”: The 1st Steps To Financial Wellness
One of the most incredible experiences in life is to have an “Aha, moment!” An enormous sense of relief overcomes you, which comes from the…
What Is Financial Freedom?
Defining, finding, and creating it through your lens Many ask, “What is financial freedom?” because the phrase seems vague, undefinable, or unachievable. Financial freedom is.…
The Power Of Health Savings Accounts
Saving for Health Care is Important Health is wealth is one life wisdom you hear often. Investing in your pre-emptive good health and securing health.…
Align Your Life, Mind, and Money!
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