How Charitable Remainder Trusts (CRUTs & CRATs) Can Help Your Heirs Avoid the 10-Year IRA Tax Trap
How to manage your tax bill over the long-term, while helping a Charity
Financial Clarity for Mid-Career Professionals
Providing financial clarity for today's needs, tomorrow's wants, and one's ideal legacy.
Tired of juggling career growth, family demands, and retirement dreams?
You're building wealth, but taxes, college savings, and market volatility are pulling you in every direction.
Get a personalized financial roadmap that prioritizes your goals—without the overwhelm.
Balanced Life Planning specializes in financial planning, tax optimization, and smart investment management tailored for ambitious professionals like you.
Why Mid-Career Pros Choose Balanced Life Planning
You're not a beginner. You're at the peak of your earning years, facing peak financial complexity. Here's how we simplify it:
Your Challenge
Tax Bills eating your bonuses
College vs. retirement tug-of-war
Portfolio causing stress during volatility
No time for DIY finance
Our Solution
Proactive tax planning
Custom cash flow modeling
Evidence-based Investing
Hands-off Management
Your Win
Keep more of your money
Fund both based on your preferences
Confidence to capitalize on weak markets
Peace of mind in <30 min/month
November 12, 2025
November 6, 2025
How Upstream Gifting Can Save Your Family Hundreds of Thousands in Taxes đź’°
Discover how gifting appreciated stock to elderly parents—called upstream gifting—can eliminate capital gains taxes and save your family hundreds of thousands. Learn the strategy, IRS rules, and documentation requirements.
November 4, 2025
Why You May Not Want to Roll Your Late Spouse's IRA into Yours
Understand your options to make the best decision for you
November 2, 2025
If You Have a High School Junior, You Need to Think About Your Taxes Now
This is the Year The FAFSA Takes Notice
October 31, 2025
October 29, 2025
October 27, 2025
October 25, 2025
The Hidden Cost of Ignoring Tax Planning
Why Mid-Career Professionals Leave Thousands on the Table
Ready to Take Control?
Stop letting taxes and uncertainty steal your hard-earned progress.
Mid-career is your wealth-building peak. Balanced Life Planning will unlock it.
We are accepting new clients.
