Client Login
Balanced Investment Company Home
Balanced Investment Company Home
  • Home
  • Who We Are 
    • Our Unique Process
  • What We Do 
    • Financial Planning
    • Retirement Planning
    • Investment Management
    • Risk Management
  • The Power of Planning Book
  • Get In Touch
Client Login

Rightsizing for Retirement

What does your home really cost?

Have A Question About This Topic?

Thank you! Oops!

Related Content

When Life Insurance Becomes Taxable

When Life Insurance Becomes Taxable

Life insurance proceeds are generally tax-free. But not in all cases.

8 Financial Milestone Birthdays

8 Financial Milestone Birthdays

Get ready to celebrate your financial birthdays in this informative infographic.

The Junk Drawer Approach to Investing

The Junk Drawer Approach to Investing

It's easy to let investments accumulate like old receipts in a junk drawer.

Contact

Office: (319) 242-6444

Office: (425) 698-5627

222 Third Ave. SE

Cedar Rapids, IA 52401

suresh.basnet@balancedinvest.com

Quick Links

  • Retirement
  • Investment
  • Estate
  • Insurance
  • Tax
  • Money
  • Lifestyle
  • Latest Articles
  • All Videos
  • All Calculators

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Balanced Investment Advisors, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through Balanced Investment Advisors, LLC, a Registered Investment Advisor in the State of Iowa and Washington. Insurance products and services are offered through Balanced Investment Company, LLC, an affiliated company.  

The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the States of Iowa or Washington or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions.

Balanced Investment Advisors, LLC and Balanced Investment Company, LLC are not affiliated with or endorsed by the Social Security Administration or any government agency.

Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.

BIC Privacy Policy