Rental Properties: Steady Retirement Income, Or Should You Sell?

Rental Properties: Steady Retirement Income, Or Should You Sell?

Rentals (commercial or residential) are a great way to accumulate wealth, snag some tax advantages, and get some diversification from the crazy stock markets. But, once a person clicks over into the retirement phase of life, are those rentals (along with the tenants and toilets) really the best? For steady income in retirement can you … Continue reading Rental Properties: Steady Retirement Income, Or Should You Sell?

Financial Preparation for First Time Home Buyers

Financial Preparation for First Time Home Buyers

Buying a new home is an enormous undertaking, and it’s important to get your finances in shape before you begin. Balanced Financial Incorporated invites you to follow these tips for managing your money while preparing for your future. Know What Lenders Look For When you apply for a home loan, all lenders look at essentially the same … Continue reading Financial Preparation for First Time Home Buyers

Balanced Financial, Inc. – Income Planning for Retirement

Many of us work our entire careers without adequately preparing for retirement. Americans fall short when it comes to funding retirements; the average U.S. citizen has far less than needed to live comfortably. Greg W. Anderson, a financial services professional and the founder of Balanced Financial, Inc. in Fort Collins, Colorado, knows that it is … Continue reading Balanced Financial, Inc. – Income Planning for Retirement

Legacy Planning: Protecting Loved Ones

Legacy Planning: Protecting Loved Ones

When a person dies, his or her assets are typically distributed to surviving family members. In general, these assets can lose substantial value, depending on the type of assets held by the decedent and the myriad laws and regulations in place governing the distribution of assets. To preserve wealth for future generations, the concept of … Continue reading Legacy Planning: Protecting Loved Ones

Income Planning: Preparing for One’s Financial Future

Income Planning: Preparing for One’s Financial Future

In the complex process of retirement planning, there is one commonly-overlooked area. This area is the concept of retirement income, or keeping streams of income flowing after one retires from work. Retirement accounts have many benefits, but there are also significant limitations inherent in these plans. While it is important to set aside funds for … Continue reading Income Planning: Preparing for One’s Financial Future

Can Annuities Help Fund Retirement?

Individuals planning for their retirement have many options to choose from. These options help to secure a stable financial future, providing the funds necessary for expenses once retirement age is reached. From Individual Retirement Accounts (IRAs) to employer-sponsored pension or 401(k) plans, stock and bond investments, or real estate purchases, one can take charge of … Continue reading Can Annuities Help Fund Retirement?