Did Your Kids Recently Graduate From College? | Balance Your Wealth

Best Practices, Investment

https://youtu.be/5ocFpRFW_gg This month, the Balance Wealth team takes on one of the most common retirement questions: Is $1 million really enough? They break down why that old benchmark might not hold up anymore and walk through smarter ways to calculate what you actually need based on lifestyle, taxes, and healthcare costs. From income replacement to […]

Did Your Kids Recently Graduate From College? | Balance Your Wealth Read More »

Understanding Long-Term Care | Balance Wealth Webinar Series

Insurance Planning, Watch

In this month’s discussion, Bob and Tim break down the rising costs of custodial care and the financial risks of going uninsured. https://youtu.be/rEhiAeUpm1w In this month’s discussion, Bob and Tim break down the rising costs of custodial care and the financial risks of going uninsured. They explore self-pay, Medicaid, traditional and hybrid long-term care insurance, … Watch

Understanding Long-Term Care | Balance Wealth Webinar Series Read More »

From Reflection to Action Investment Strategies for 2025 | Balance Wealth Webinar Series

Finance, Financial Planning, Investment

Nic Gookin, Chief Investment Officer, breaks down the impressive performance of the markets in 2024, including the S&P 500’s 25% return, and gives us a glimpse into what 2025 might hold. https://youtu.be/T7mEIwSKRzQ In this month’s discussion, Nic Gookin, Chief Investment Officer at Balance Wealth, breaks down the remarkable market performance of 2024, including a 25%

From Reflection to Action Investment Strategies for 2025 | Balance Wealth Webinar Series Read More »

Investment advisory services provided by Balance Wealth Partners LLC. Nothing presented on or through this website is intended to be personalized investment, tax, legal, accounting, or any other professional advice. To the extent this website includes content related to investment, tax, legal, or accounting matters, such content is expressly for general information purposes and should not be relied upon for any decision-making. Investment, tax, legal, accounting and other professional advice is specific to each individual and entity, and you should consult with a professional advisor to receive such personalized advice.

Nothing contained on this website should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. To the extent any security or other financial product or investment strategy is referenced or discussed on this website, you should understand that past performance is no guarantee of future returns and that investing in any security or other financial product or investment strategy can result in the partial or complete loss of principal. Investing involves risk that you as an investor should be prepared to bear.

Linkedin Youtube
Disclosures
Quick Links
Get In Touch

Main Office: 5701 North High Street, Ste 100, Worthington, OH 43085

Polaris Office: 1554 Polaris Pkwy, Ste 325, Columbus, OH 43240

Middletown Office: 3420 Atrium Blvd, Middletown, OH 45005

Montrose Office: 401 E Main St, Montrose, CO  81401

© 2026 All Rights Reserved.

Scroll to Top